Sagace Wealth Management LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$172 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.67MShares$84.3 Million0.01% of portfolio
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Wealthfront Advisers LLC2.61MShares$60 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$43.8 Million0.02% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.6 Million0.18% of portfolio