Soundmark Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Soundmark Wealth Management, LLC
- $0
- Q2 2024
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
802Shares Held
41.5MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$495 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.67MShares$454 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.42MShares$299 Million0.02% of portfolio
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Ubs Group Ag1.91MShares$236 Million0.05% of portfolio
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Envestnet Asset Management Inc1.75MShares$217 Million0.07% of portfolio