Captrust Financial Advisors Ishares Tr Ishares Morningstar Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding IYLD
# of Institutions
56Shares Held
1.65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY305KShares$6.45 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.69 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC203KShares$4.29 Million0.0% of portfolio
-
Kestra Advisory Services, LLC186KShares$3.92 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC89.4KShares$1.89 Million0.0% of portfolio