Birchcreek Wealth Management, LLC Ishares Tr Transaction History
Birchcreek Wealth Management, LLC
- $174 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
464Shares Held
82.8MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$313 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$212 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$191 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$153 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$105 Million0.03% of portfolio