Clearview Wealth Advisors LLC Ishares Tr Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IHF
# of Institutions
217Shares Held
6.18MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY772KShares$38.6 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO749KShares$37.4 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC417KShares$20.8 Million0.0% of portfolio
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Wharton Business Group, LLC Malvern, PA336KShares$16.8 Million0.86% of portfolio
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Lpl Financial LLC Fort Mill, SC286KShares$14.3 Million0.01% of portfolio