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
135Shares Held
8.05MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.3 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$65.8 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$57.7 Million3.0% of portfolio
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Matrix Trust CO693KShares$57.6 Million10.65% of portfolio
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Ubs Group Ag500KShares$41.6 Million0.01% of portfolio