Corepath Wealth Partners LLC Ishares Tr Transaction History
Corepath Wealth Partners LLC
- $103 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding GBF
# of Institutions
76Shares Held
1.74MCall Options Held
0Put Options Held
0-
Assetmark, Inc372KShares$38.5 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY230KShares$23.8 Million0.0% of portfolio
-
Destination Wealth Management168KShares$17.4 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS135KShares$13.9 Million0.17% of portfolio
-
Morgan Stanley New York, NY128KShares$13.3 Million0.0% of portfolio