Focused Wealth Management, Inc Ishares Tr Msci Acwi Low Carbo Transaction History
Focused Wealth Management, Inc
- $906 Million
- Q3 2025
Shares
5 transactions
Others Institutions Holding CRBN
# of Institutions
151Shares Held
2.64MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$291 Million0.58% of portfolio
-
Morgan Stanley New York, NY202KShares$45.7 Million0.0% of portfolio
-
Aspiriant, LLC115KShares$26 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC110KShares$24.9 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA102KShares$23 Million1.29% of portfolio