Windsor Advisory Group, LLC Ishares Tr Transaction History
Windsor Advisory Group, LLC
- $49.9 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
462Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$323 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$219 Million36.78% of portfolio
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Morgan Stanley New York, NY6.62MShares$198 Million0.01% of portfolio
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Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.64MShares$109 Million0.03% of portfolio