M Holdings Securities, Inc. Ishares Trust Ishares Msci Glo Transaction History
M Holdings Securities, Inc.
- $398 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.35MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$21.7 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.81 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC102KShares$7.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.94 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC49.5KShares$3.69 Million0.13% of portfolio