Regent Peak Wealth Advisors LLC Ishares Core High Dividend ETF Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
797Shares Held
48.4MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$553 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$421 Million0.14% of portfolio
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Morgan Stanley New York, NY3.13MShares$379 Million0.03% of portfolio
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Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$363 Million6.56% of portfolio
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Lpl Financial LLC Fort Mill, SC2.24MShares$270 Million0.12% of portfolio