Affinity Wealth Management LLC Ishares Tr Us Broker Dealers & Transaction History
Affinity Wealth Management LLC
- $568 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding IAI
# of Institutions
201Shares Held
6.44MCall Options Held
38KPut Options Held
103K-
Raymond James & Associates St Petersburg, FL880KShares$155 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa710KShares$125 Million0.04% of portfolio
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Harel Insurance Investments & Financial Services Ltd.640KShares$113 Million1.17% of portfolio
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Assetmark, Inc575KShares$101 Million0.22% of portfolio
-
Morgan Stanley New York, NY470KShares$83 Million0.0% of portfolio