Bdo Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
100Shares Held
4.18MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$72 Million2.31% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$37.7 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$28.2 Million0.0% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO251KShares$22.9 Million3.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$22.6 Million0.01% of portfolio