Carson Allaria Wealth Management, Ltd. Ishares Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding GBF
# of Institutions
79Shares Held
1.23MCall Options Held
0Put Options Held
0- 
    
      Destination Wealth Management187KShares$19.8 Million0.59% of portfolio
- 
    
      Morgan Stanley New York, NY118KShares$12.5 Million0.0% of portfolio
- 
    
      Resources Investment Advisors, Llc. Overland Park, KS112KShares$11.8 Million0.14% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY101KShares$10.8 Million0.0% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC91.8KShares$9.75 Million0.0% of portfolio