Octavia Wealth Advisors, LLC Ishares Morningstar Growth ETF Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding ILCG
# of Institutions
267Shares Held
15.9MCall Options Held
0Put Options Held
0-
Equitable Holdings, Inc. New York, NY2.98MShares$00.0% of portfolio
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Morgan Stanley New York, NY1.44MShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.26MShares$00.0% of portfolio
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Wells Fargo & Company San Francisco, CA771KShares$00.0% of portfolio
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Financial Advisory Service, Inc.646KShares$00.0% of portfolio