Wealthpoint, LLC Ishares Tr Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$296 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$188 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$148 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$103 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$73.1 Million0.02% of portfolio