Laurel Wealth Planning LLC Ishares Tr Esg Screened S&P Mi Transaction History
Laurel Wealth Planning LLC
- $153 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding XJH
# of Institutions
125Shares Held
3.69MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC446KShares$19.7 Million0.0% of portfolio
-
Eastern Bank381KShares$16.8 Million0.3% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16.5 Million0.01% of portfolio
-
Bailard, Inc.206KShares$9.08 Million0.23% of portfolio
-
Mariner, LLC Overland Park, KS163KShares$7.17 Million0.01% of portfolio