Wetherby Asset Management Inc Capital Grp Core Plus Income E Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding CGMS
# of Institutions
205Shares Held
41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.45MShares$00.0% of portfolio
-
Envestnet Asset Management Inc2.99MShares$00.0% of portfolio
-
Morgan Stanley New York, NY2.51MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio
-
Commonwealth Equity Services, LLC1.71MShares$00.07% of portfolio