R Pg Family Wealth Advisory, LLC Ishares Msci Kld 400 Social Et Transaction History
R Pg Family Wealth Advisory, LLC
- $251 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding DSI
# of Institutions
612Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$536 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$228 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$191 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$157 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$113 Million0.05% of portfolio