Captrust Financial Advisors Ishares U S ETF Tr Int Rate He Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
97Shares Held
3.41MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$74.1 Million2.31% of portfolio
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Bank Of America Corp Charlotte, NC304KShares$28.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC248KShares$23.3 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX226KShares$21.2 Million1.88% of portfolio
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Leo Brokerage, LLC187KShares$17.6 Million1.99% of portfolio