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
4.52MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.18MShares$50.7 Million0.09% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.7 Million3.9% of portfolio
-
Octavia Wealth Advisors, LLC485KShares$20.9 Million2.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC473KShares$20.3 Million0.04% of portfolio
-
Destination Wealth Management452KShares$19.5 Million0.62% of portfolio