Essential Planning, Llc. Ishares Tr Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding IAK
# of Institutions
177Shares Held
3.87MCall Options Held
2.2KPut Options Held
2K-
Morgan Stanley New York, NY420KShares$55.6 Million0.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA226KShares$29.9 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA222KShares$29.4 Million0.01% of portfolio
-
Spc Financial, Inc.164KShares$21.7 Million2.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC160KShares$21.2 Million0.01% of portfolio