Liberty Wealth Management LLC Ishares Tr Edge High Yield Def Transaction History
Liberty Wealth Management LLC
- $504 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
254Shares Held
28MCall Options Held
0Put Options Held
0-
Renaissancere Holdings LTD Pembroke, D05.06MShares$235 Million38.06% of portfolio
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Bank Of America Corp Charlotte, NC2.98MShares$138 Million0.01% of portfolio
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Envestnet Asset Management Inc2.71MShares$126 Million0.04% of portfolio
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Wealthspire Advisors, LLC New York, NY1.24MShares$57.7 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC1.13MShares$52.4 Million0.02% of portfolio