Carson Allaria Wealth Management, Ltd. Ishares Tr Ibonds Dec 2032 Ter Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding IBTM
# of Institutions
67Shares Held
8MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$36.2 Million2.63% of portfolio
-
Ubs Group Ag1.44MShares$32.1 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$17.9 Million0.13% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.4 Million0.21% of portfolio
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Confluence Investment Management LLC426KShares$9.51 Million0.14% of portfolio