Capital Directions Investment Advisors, LLC Ishares Tr Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
Shares
2 transactions
Others Institutions Holding IHE
# of Institutions
152Shares Held
5.91MCall Options Held
6.2KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.44MShares$241 Million0.1% of portfolio
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Mc Elhenny Sheffield Capital Management, LLC286KShares$20 Million6.56% of portfolio
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Morgan Stanley New York, NY243KShares$17 Million0.0% of portfolio
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Aptus Capital Advisors, LLC183KShares$12.8 Million0.23% of portfolio
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Rockport Wealth LLC Fairview Park, OH182KShares$12.7 Million5.1% of portfolio