Core Wealth Advisors, Inc. Ishares Morningstar U.S. Equit Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
5.24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY518KShares$45.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN477KShares$41.9 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY384KShares$33.7 Million0.3% of portfolio
-
Exchange Traded Concepts, LLC273KShares$24 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$22.3 Million0.05% of portfolio