National Wealth Management Group, LLC Ishares Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding ICLN
# of Institutions
560Shares Held
45.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$75.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$38.3 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$32 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.4 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$17.8 Million3.66% of portfolio