Corepath Wealth Partners LLC Ishares Tr Transaction History
Corepath Wealth Partners LLC
- $103 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding GBF
# of Institutions
83Shares Held
1.68MCall Options Held
0Put Options Held
0-
Assetmark, Inc351KShares$36.2 Million0.1% of portfolio
-
Destination Wealth Management177KShares$18.2 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS132KShares$13.5 Million0.16% of portfolio
-
Morgan Stanley New York, NY126KShares$12.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC114KShares$11.7 Million0.0% of portfolio