Consilio Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IOO
# of Institutions
294Shares Held
45.4MCall Options Held
0Put Options Held
2.2K-
Black Rock Inc. New York, NY25.8MShares$2.62 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.78MShares$383 Million0.33% of portfolio
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Amplius Wealth Advisors, LLC917KShares$92.9 Million11.16% of portfolio
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Morgan Stanley New York, NY878KShares$89 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC800KShares$81.1 Million0.01% of portfolio