Fusion Family Wealth LLC Ishares Tr North Amern Nat Res Transaction History
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding IGE
# of Institutions
146Shares Held
6.87MCall Options Held
300Put Options Held
100-
Arkansas Financial Group, Inc.887KShares$37.7 Million6.05% of portfolio
-
Morgan Stanley New York, NY847KShares$36 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC722KShares$30.7 Million0.0% of portfolio
-
Family Firm, Inc.495KShares$21.1 Million2.34% of portfolio
-
Envestnet Asset Management Inc422KShares$17.9 Million0.01% of portfolio