Big Sur Wealth Management LLC Ishares Tr Transaction History
Big Sur Wealth Management LLC
- $356 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding IYJ
# of Institutions
340Shares Held
6.52MCall Options Held
35.9KPut Options Held
11.8K-
Morgan Stanley New York, NY916KShares$118 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC700KShares$90.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA454KShares$58.5 Million0.01% of portfolio
-
Ubs Group Ag272KShares$35.1 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ235KShares$30.3 Million0.62% of portfolio