Phoenix Wealth Advisors Ishares Tr Msci Acwi Low Carbo Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding CRBN
# of Institutions
137Shares Held
2.64MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.3MShares$238 Million0.6% of portfolio
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Morgan Stanley New York, NY195KShares$35.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC128KShares$23.6 Million0.0% of portfolio
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Aspiriant, LLC113KShares$20.8 Million0.76% of portfolio
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Allianz Se Munich, 2M103KShares$18.9 Million0.52% of portfolio