Montag A & Associates Inc Ishares Tr Core Moderate Alloc Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding AOM
# of Institutions
251Shares Held
11.2MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$117 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC939KShares$40.3 Million0.02% of portfolio
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Morgan Stanley New York, NY355KShares$15.2 Million0.0% of portfolio
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Foundations Investment Advisors, LLC304KShares$13.1 Million0.31% of portfolio
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Royal Bank Of Canada Toronto, A6291KShares$12.5 Million0.0% of portfolio