Laidlaw Wealth Management LLC Ishares Transaction History
Laidlaw Wealth Management LLC
- $172 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding ICLN
# of Institutions
557Shares Held
47.1MCall Options Held
3.09MPut Options Held
3M-
Bank Of America Corp Charlotte, NC6.35MShares$84.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.65MShares$48.6 Million0.0% of portfolio
-
Ubs Group Ag2.75MShares$36.6 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY2.26MShares$30.1 Million0.03% of portfolio
-
Total Wealth Planning, LLC1.51MShares$20.1 Million3.66% of portfolio