Circle Wealth Management, LLC Ishares Expanded Tech Software Transaction History
Circle Wealth Management, LLC
- $4.71 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding IGV
# of Institutions
720Shares Held
63MCall Options Held
8.71MPut Options Held
3.48M-
Bank Of America Corp Charlotte, NC4.05MShares$389 Million0.03% of portfolio
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Morgan Stanley New York, NY3.89MShares$374 Million0.03% of portfolio
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Envestnet Asset Management Inc2.82MShares$271 Million0.08% of portfolio
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Ubs Group Ag2.82MShares$271 Million0.05% of portfolio
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Menora Mivtachim Holdings Ltd.2.59MShares$249 Million1.63% of portfolio