Garrett Wealth Advisory Group, LLC Ishares Tr Transaction History
Garrett Wealth Advisory Group, LLC
- $244 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding INTF
# of Institutions
134Shares Held
34.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$209 Million13.5% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$74.5 Million14.57% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$72.8 Million3.22% of portfolio
-
Integrated Wealth Concepts LLC2MShares$59.8 Million0.89% of portfolio
-
Clearwater Capital Advisors, LLC1.78MShares$53 Million5.94% of portfolio