Reuter James Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History
Reuter James Wealth Management, LLC
- $552 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding IYLD
# of Institutions
59Shares Held
1.56MCall Options Held
0Put Options Held
0-
Elevation Capital Advisory, LLC Bend, OR269KShares$5.56 Million2.35% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$4.19 Million0.0% of portfolio
-
Morgan Stanley New York, NY181KShares$3.74 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC84.2KShares$1.74 Million0.0% of portfolio
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Kestra Advisory Services, LLC73.6KShares$1.52 Million0.01% of portfolio