My Personal Cfo, LLC Ishares Inc Msci Global Energy Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FILL
# of Institutions
42Shares Held
1.12MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC314KShares$7.53 Million0.0% of portfolio
-
Ars Investment Partners, LLC133KShares$3.18 Million0.32% of portfolio
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Planned Solutions, Inc.81KShares$1.94 Million0.8% of portfolio
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Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL70.4KShares$1.69 Million0.75% of portfolio
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Cetera Investment Advisers Schaumburg, IL56.4KShares$1.35 Million0.0% of portfolio