Capital Asset Advisory Services LLC Ishares Tr Esg Screened S&P 50 Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.7 Million2.08% of portfolio
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Becker Capital Management Inc203KShares$9.3 Million0.31% of portfolio
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Lpl Financial LLC Fort Mill, SC144KShares$6.58 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.35 Million0.64% of portfolio
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Jnba Financial Advisors94.6KShares$4.33 Million0.44% of portfolio