One Charles Private Wealth Services, LLC Ishares Tr Transaction History
One Charles Private Wealth Services, LLC
- $287 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
554Shares Held
23.7MCall Options Held
8KPut Options Held
4.5K-
Morgan Stanley New York, NY2.13MShares$122 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$98.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.66MShares$95.4 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$83.8 Million0.07% of portfolio
-
Ubs Group Ag1.31MShares$75.3 Million0.02% of portfolio