York Bridge Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Shares
5 transactions
Others Institutions Holding PFF
# of Institutions
1,137Shares Held
191MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$769 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$485 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.3MShares$323 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$266 Million0.11% of portfolio
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Ubs Group Ag5.88MShares$185 Million0.04% of portfolio