Kore Private Wealth LLC Ishares Morningstar Value ETF Transaction History
Kore Private Wealth LLC
- $554 Million
- Q3 2022
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$77.3 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$65 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$57 Million3.0% of portfolio
-
Matrix Trust CO693KShares$56.9 Million10.65% of portfolio
-
Ubs Group Ag500KShares$41 Million0.01% of portfolio