Octavia Wealth Advisors, LLC John Hancock Multifactor Large Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding JHML
# of Institutions
108Shares Held
10.6MCall Options Held
0Put Options Held
0-
Grimes & Company, Inc.1.69MShares$123 Million3.42% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.51MShares$110 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC1.11MShares$80.5 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA844KShares$61.3 Million0.01% of portfolio
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Envestnet Asset Management Inc650KShares$47.2 Million0.02% of portfolio