Mission Wealth Management, LP Ishares Transaction History
Mission Wealth Management, LP
- $4.6 Billion
- Q2 2025
Shares
20 transactions
Others Institutions Holding ICLN
# of Institutions
474Shares Held
34.5MCall Options Held
1.81MPut Options Held
2.62M-
Bank Of America Corp Charlotte, NC4.06MShares$55.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.65MShares$36.3 Million0.0% of portfolio
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Criteria Caixa, S.A.U. Barcelona, U31.83MShares$25 Million3.14% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.32MShares$18.1 Million0.03% of portfolio
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Ubs Group Ag1.22MShares$16.7 Million0.0% of portfolio