Strategic Wealth Investment Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Strategic Wealth Investment Group, LLC
- $848 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
578Shares Held
26.2MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$561 Million0.04% of portfolio
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Envestnet Asset Management Inc2.18MShares$251 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$179 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.53MShares$176 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN983KShares$113 Million0.03% of portfolio