River Wealth Advisors LLC Ishares Tr Transaction History
River Wealth Advisors LLC
- $740 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IYY
# of Institutions
254Shares Held
3.49MCall Options Held
6.6KPut Options Held
0-
Morgan Stanley New York, NY469KShares$67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC336KShares$47.9 Million0.02% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA167KShares$23.9 Million0.01% of portfolio
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Savant Capital, LLC162KShares$23 Million0.19% of portfolio
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Sharp Financial Services, LLC Horsham, PA133KShares$18.9 Million14.3% of portfolio