High Net Worth Advisory Group LLC Ishares Trust Ishares Pfd And Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding PFF
# of Institutions
1,167Shares Held
198MCall Options Held
255KPut Options Held
1.06M-
Bank Of America Corp Charlotte, NC25.5MShares$796 Million0.07% of portfolio
-
Morgan Stanley New York, NY16.4MShares$513 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.3MShares$320 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$264 Million0.11% of portfolio
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Ubs Group Ag5.89MShares$184 Million0.04% of portfolio