Fiduciary Planning LLC Ishares Trust Ishares Msci Glo Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding SDG
# of Institutions
129Shares Held
1.38MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$20.7 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.39 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$7.61 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.71 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.67 Million0.16% of portfolio