Doyle Wealth Management Ishares Tr Core Growth Allocat Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
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Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio