Fort Point Capital Partners LLC Ishares Tr Core Moderate Alloc Transaction History
Fort Point Capital Partners LLC
- $803 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding AOM
# of Institutions
251Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$118 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$40.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.4 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.2 Million0.31% of portfolio
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Royal Bank Of Canada Toronto, A6291KShares$12.6 Million0.0% of portfolio