Donaldson Capital Management, LLC Ishares Trust Aaa A Rated Corp Transaction History
Donaldson Capital Management, LLC
- $2.59 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding QLTA
# of Institutions
157Shares Held
18MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC2.42MShares$113 Million3.82% of portfolio
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Miracle Mile Advisors, LLC1.62MShares$75.7 Million1.61% of portfolio
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Lpl Financial LLC Fort Mill, SC1.21MShares$56.5 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.14MShares$53.1 Million0.0% of portfolio
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Envestnet Asset Management Inc1.04MShares$48.4 Million0.02% of portfolio