Sea Crest Wealth Management, LLC Ishares Tr Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding GBF
# of Institutions
81Shares Held
1.83MCall Options Held
0Put Options Held
0-
Assetmark, Inc351KShares$36 Million0.1% of portfolio
-
Destination Wealth Management177KShares$18.1 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS135KShares$13.8 Million0.17% of portfolio
-
Morgan Stanley New York, NY128KShares$13.2 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY101KShares$10.4 Million0.0% of portfolio