Flagship Private Wealth, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Flagship Private Wealth, LLC
- $193 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding CRBN
# of Institutions
126Shares Held
2.57MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$253 Million0.61% of portfolio
-
Morgan Stanley New York, NY196KShares$38.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$25.3 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.7 Million1.37% of portfolio
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Aspiriant, LLC99.8KShares$19.6 Million0.75% of portfolio