Consultiva Wealth Management, Corp. Invesco ETF Tr Ii Intl Corp Bd Transaction History
Consultiva Wealth Management, Corp.
- $12.6 Billion
- Q3 2024
Shares
12 transactions
Others Institutions Holding PICB
# of Institutions
38Shares Held
4.02MCall Options Held
0Put Options Held
0-
Urban Financial Advisory Corp Chicago, IL906KShares$20.1 Million10.74% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA756KShares$16.8 Million0.96% of portfolio
-
Tanager Wealth Management LLP671KShares$14.9 Million1.88% of portfolio
-
Peak Financial Management, Inc.345KShares$7.67 Million2.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC300KShares$6.67 Million0.0% of portfolio