Pacific Capital Wealth Advisors, Inc Ishares Tr Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$295 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$188 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$148 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$103 Million0.03% of portfolio
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Ubs Group Ag2.66MShares$72.9 Million0.02% of portfolio