Laurel Wealth Planning LLC Ishares Tr Esg Screened S&P Mi Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding XJH
# of Institutions
139Shares Held
4.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC473KShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL463KShares$19.8 Million0.01% of portfolio
-
Eastern Bank377KShares$16.2 Million0.3% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS224KShares$9.6 Million0.02% of portfolio