Baker Tilly Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.75MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$66.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC424KShares$66 Million0.01% of portfolio
-
Envestnet Asset Management Inc184KShares$28.6 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$25.4 Million25.31% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.4 Million7.52% of portfolio