Wolf Group Capital Advisors Ishares Tr Core Moderate Alloc Transaction History
Wolf Group Capital Advisors
- $248 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding AOM
# of Institutions
248Shares Held
11.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$39.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.5 Million0.31% of portfolio
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Royal Bank Of Canada Toronto, A6298KShares$13.2 Million0.0% of portfolio