Trustcore Financial Services, LLC Ishares Tr Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
Shares
7 transactions
Others Institutions Holding INTF
# of Institutions
148Shares Held
39.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$227 Million14.75% of portfolio
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Halbert Hargrove Global Advisors, LLC2.86MShares$82.3 Million4.97% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$71.8 Million14.96% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$70.1 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.79MShares$51.5 Million5.78% of portfolio