Joseph P. Lucia & Associates, LLC Ishares U S ETF Tr Int Rate He Transaction History
Joseph P. Lucia & Associates, LLC
- $202 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
115Shares Held
4.17MCall Options Held
0Put Options Held
0-
Destination Wealth Management823KShares$76.8 Million2.31% of portfolio
-
Envestnet Asset Management Inc396KShares$36.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC322KShares$30 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$26.9 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX241KShares$22.5 Million1.73% of portfolio