4 J Wealth Management LLC Ishares U S ETF Tr Int Rate He Transaction History
4 J Wealth Management LLC
- $102 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding LQDH
# of Institutions
108Shares Held
4.41MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.8 Million2.4% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$38.4 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.3 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX241KShares$22.4 Million1.73% of portfolio