Aquire Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Aquire Wealth Advisors, LLC
- $372 Million
- Q2 2025
Shares
8 transactions
Others Institutions Holding LQDH
# of Institutions
110Shares Held
4.29MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.7 Million2.4% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$38.3 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.3 Million0.01% of portfolio
-
Assetmark, Inc228KShares$21.2 Million0.06% of portfolio