Balanced Wealth Group LLC Ishares Tr Core Growth Allocat Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
360Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$67.6 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$35.9 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.3 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.6 Million0.01% of portfolio