Capital Asset Advisory Services LLC Ishares Tr Esg Screened S&P 50 Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.4 Million2.03% of portfolio
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Becker Capital Management Inc207KShares$9.39 Million0.3% of portfolio
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Retirement Capital Strategies148KShares$6.71 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC122KShares$5.56 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO97.9KShares$4.45 Million0.66% of portfolio