Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Msci Acwi Low Carbo Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.5 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding CRBN
# of Institutions
120Shares Held
2.51MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$237 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$38.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$23.1 Million0.0% of portfolio
-
Aspiriant, LLC107KShares$20 Million0.8% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$18.8 Million2.25% of portfolio