Wagner Wealth Management, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding CRBN
# of Institutions
134Shares Held
2.71MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$260 Million0.61% of portfolio
-
Morgan Stanley New York, NY196KShares$39.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$26 Million0.0% of portfolio
-
Aspiriant, LLC106KShares$21.3 Million0.74% of portfolio
-
Allianz Se Munich, 2M103KShares$20.7 Million0.52% of portfolio