Clearview Wealth Advisors LLC Vaneck Short Muni ETF Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding SMB
# of Institutions
92Shares Held
12.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.83MShares$48.3 Million0.0% of portfolio
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Allworth Financial LP1.77MShares$30.2 Million0.17% of portfolio
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Wells Fargo & Company San Francisco, CA621KShares$10.6 Million0.0% of portfolio
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M Holdings Securities, Inc. Portland, OR568KShares$9.7 Million1.57% of portfolio
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Lpl Financial LLC Fort Mill, SC554KShares$9.45 Million0.0% of portfolio