Alera Investment Advisors, LLC Ishares Tr Transaction History
Alera Investment Advisors, LLC
- $734 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding INTF
# of Institutions
132Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$210 Million13.5% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$74.9 Million14.57% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.1 Million3.22% of portfolio
-
Integrated Wealth Concepts LLC2MShares$60 Million0.89% of portfolio
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Clearwater Capital Advisors, LLC1.78MShares$53.2 Million5.94% of portfolio