Baldrige Asset Management LLC Ishares Tr Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding IMTB
# of Institutions
54Shares Held
4.95MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$51.6 Million0.08% of portfolio
-
Octavia Wealth Advisors, LLC581KShares$25.6 Million2.91% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.3 Million3.9% of portfolio
-
Destination Wealth Management457KShares$20.2 Million0.6% of portfolio
-
Wealth Enhancement Advisory Services, LLC457KShares$20.1 Million0.04% of portfolio