Measured Wealth Private Client Group, LLC Ishares Morningstar Value ETF Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
157Shares Held
8.99MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$74.4 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$61.1 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA690KShares$55.6 Million2.91% of portfolio
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Matrix Trust CO690KShares$55.6 Million9.47% of portfolio
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Ubs Group Ag503KShares$40.5 Million0.01% of portfolio