Sage Advisory Services, Ltd.Co. Ishares U S ETF Tr Int Rate He Transaction History
Sage Advisory Services, Ltd.Co.
- $181 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding LQDH
# of Institutions
111Shares Held
4.08MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.5 Million2.4% of portfolio
-
Envestnet Asset Management Inc396KShares$36.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$26.7 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX241KShares$22.3 Million1.73% of portfolio