River Wealth Advisors LLC Victory Portf Ii Shs Us Small Transaction History
River Wealth Advisors LLC
- $740 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding CSB
# of Institutions
61Shares Held
1.37MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC190KShares$11.2 Million0.0% of portfolio
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Cwm, LLC157KShares$9.32 Million0.04% of portfolio
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Ubs Group Ag122KShares$7.21 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC108KShares$6.43 Million0.0% of portfolio
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Envestnet Asset Management Inc79.1KShares$4.69 Million0.0% of portfolio