Elmwood Wealth Management, Inc. Ishares Tr Msci Acwi Low Carbo Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding CRBN
# of Institutions
150Shares Held
2.64MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$294 Million0.58% of portfolio
-
Morgan Stanley New York, NY202KShares$46.2 Million0.0% of portfolio
-
Aspiriant, LLC114KShares$26 Million0.77% of portfolio
-
Bank Of America Corp Charlotte, NC110KShares$25.1 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA102KShares$23.3 Million1.29% of portfolio