Core Wealth Advisors, Inc. Ishares Tr Ishares Core Msci P Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding IPAC
# of Institutions
158Shares Held
18.6MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN7MShares$522 Million5.79% of portfolio
-
Jpmorgan Chase & CO New York, NY1.13MShares$84.4 Million0.01% of portfolio
-
Assetmark, Inc989KShares$73.8 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA966KShares$72 Million0.01% of portfolio
-
Morgan Stanley New York, NY882KShares$65.8 Million0.0% of portfolio