Burt Wealth Advisors Ishares Morningstar U.S. Equit Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding ILCB
# of Institutions
178Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$41.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$35.5 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$33.5 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$30.2 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$29.5 Million0.01% of portfolio