Prestige Wealth Management Group LLC Ishares Tr Transaction History
Prestige Wealth Management Group LLC
- $443 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding INTF
# of Institutions
135Shares Held
34.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$210 Million13.5% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$74.9 Million14.57% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.1 Million3.22% of portfolio
-
Integrated Wealth Concepts LLC2MShares$60.1 Million0.89% of portfolio
-
Clearwater Capital Advisors, LLC1.78MShares$53.3 Million5.94% of portfolio