Kcs Wealth Advisory Ishares Tr Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding IYM
# of Institutions
213Shares Held
2.51MCall Options Held
3.9KPut Options Held
100-
Citigroup Inc451KShares$59.6 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ291KShares$38.4 Million0.89% of portfolio
-
Morgan Stanley New York, NY251KShares$33.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$17 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA119KShares$15.7 Million0.0% of portfolio