Octavia Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding AOM
# of Institutions
254Shares Held
10.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$123 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC901KShares$40.7 Million0.02% of portfolio
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Morgan Stanley New York, NY373KShares$16.9 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6298KShares$13.5 Million0.0% of portfolio
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Foundations Investment Advisors, LLC273KShares$12.3 Million0.3% of portfolio