Pacific Capital Wealth Advisors, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding EFIV
# of Institutions
121Shares Held
5.45MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$38.7 Million2.18% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$19.1 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC358KShares$18 Million0.01% of portfolio
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Koss Olinger Consulting, LLC357KShares$18 Million1.77% of portfolio
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Private Advisor Group, LLC241KShares$12.1 Million0.08% of portfolio