Phoenix Wealth Advisors Ishares Msci Kld 400 Social Et Transaction History
Phoenix Wealth Advisors
- $164 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
533Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$488 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$259 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY1.63MShares$175 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.57MShares$168 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.01MShares$108 Million0.03% of portfolio