Chesapeake Wealth Management Ishares Tr Core Moderate Alloc Transaction History
Chesapeake Wealth Management
- $289 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding AOM
# of Institutions
269Shares Held
12.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$42.1 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL735KShares$32.6 Million0.01% of portfolio
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Foundations Investment Advisors, LLC357KShares$15.8 Million0.32% of portfolio
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Morgan Stanley New York, NY355KShares$15.7 Million0.0% of portfolio