Gen Wealth Group, Inc. Ishares Morningstar U.S. Equit Transaction History
Gen Wealth Group, Inc.
- $448 Million
- Q1 2025
Shares
13 transactions
Others Institutions Holding ILCB
# of Institutions
187Shares Held
5.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY518KShares$42.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN477KShares$39 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY384KShares$31.4 Million0.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$20.8 Million0.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL192KShares$15.7 Million0.02% of portfolio