Cornerstone Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding SIZE
# of Institutions
76Shares Held
1.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$75.6 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$28.8 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26.7 Million26.26% of portfolio
-
Trinity Wealth Management, LLC115KShares$18.3 Million7.18% of portfolio