Shared Vision Wealth Group LLC Spdr Nuveen Bloomberg Short Te Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding SHM
# of Institutions
458Shares Held
78.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$762 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$406 Million0.1% of portfolio
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Envestnet Asset Management Inc6.05MShares$291 Million0.1% of portfolio
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Goldman Sachs Group Inc New York, NY5.78MShares$277 Million0.05% of portfolio
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Morgan Stanley New York, NY5.58MShares$268 Million0.02% of portfolio