Comprehensive Wealth Management, LLC Indexiq Active ETF Tr Iq Macka Transaction History
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding MMIT
# of Institutions
128Shares Held
39.5MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC6.1MShares$148 Million3.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.5MShares$60.4 Million0.0% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH1.91MShares$46.2 Million2.36% of portfolio
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Schneider Downs Wealth Management Advisors, LP1.84MShares$44.5 Million6.75% of portfolio