Elmwood Wealth Management, Inc. Ishares Morningstar U.S. Equit Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
193Shares Held
7.02MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$98.2 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$39.4 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$38.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$38.5 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN406KShares$31.6 Million0.01% of portfolio