Cfm Wealth Partners LLC Ishares Msci Kld 400 Social Et Transaction History
Cfm Wealth Partners LLC
- $589 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
585Shares Held
26.2MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$547 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$245 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$175 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$171 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio