Cfm Wealth Partners LLC Ishares Trust Ishares Pfd And Transaction History
Cfm Wealth Partners LLC
- $568 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding PFF
# of Institutions
1,099Shares Held
188MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$795 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$502 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA9.04MShares$295 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.17MShares$234 Million0.11% of portfolio
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Ubs Group Ag5.88MShares$192 Million0.04% of portfolio