Brandywine Oak Private Wealth LLC Ihares Core 1 5 Years Usd Bond Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q1 2025
Shares
10 transactions
Others Institutions Holding ISTB
# of Institutions
419Shares Held
61MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA10.9MShares$527 Million5.07% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$243 Million0.67% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.98MShares$144 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2MShares$96.3 Million0.04% of portfolio
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Trust Point Inc. La Crosse, WI1.82MShares$87.6 Million8.02% of portfolio