Brandywine Oak Private Wealth LLC Ishares Tr Transaction History
Brandywine Oak Private Wealth LLC
- $1.03 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding EMB
# of Institutions
926Shares Held
146MCall Options Held
4.01MPut Options Held
10.6M-
Wells Fargo & Company San Francisco, CA17.8MShares$1.58 Billion0.38% of portfolio
-
Betterment LLC New York, NY8.72MShares$777 Million1.96% of portfolio
-
Jones Financial Companies Lllp7.69MShares$684 Million0.74% of portfolio
-
Wealthfront Advisers LLC5.82MShares$518 Million1.69% of portfolio
-
Goldman Sachs Group Inc New York, NY5.33MShares$475 Million0.08% of portfolio