Bridgeworth, LLC Ishares Morningstar Value ETF Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$80.2 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$67.4 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$59.1 Million3.0% of portfolio
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Matrix Trust CO693KShares$59 Million10.65% of portfolio
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Ubs Group Ag500KShares$42.6 Million0.01% of portfolio