Northwest Financial Advisors Ishares Tr Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$322 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$218 Million36.78% of portfolio
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Morgan Stanley New York, NY6.62MShares$197 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio