Big Sur Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
933Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$634 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$632 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$347 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$283 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$208 Million0.05% of portfolio