Source Financial Advisors LLC Ishares New York Muni Bond ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding NYF
# of Institutions
162Shares Held
8.25MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC784KShares$41.9 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC483KShares$25.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY477KShares$25.5 Million0.0% of portfolio
-
High Probability Advisors, LLC Pittsford, NY428KShares$22.9 Million4.08% of portfolio
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High Tower Advisors, LLC Chicago, IL410KShares$21.9 Million0.03% of portfolio