Laurel Wealth Advisors LLC Ishares Morningstar Value ETF Transaction History
Laurel Wealth Advisors LLC
- $617 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
133Shares Held
8.18MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$81.3 Million0.81% of portfolio
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Bank Of America Corp Charlotte, NC879KShares$73.5 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA817KShares$68.4 Million3.48% of portfolio
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Matrix Trust CO693KShares$58 Million10.65% of portfolio
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Ubs Group Ag502KShares$42 Million0.01% of portfolio