Selective Wealth Management, Inc. Ishares Tr Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.78MCall Options Held
0Put Options Held
0-
Assetmark, Inc372KShares$38 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY230KShares$23.5 Million0.0% of portfolio
-
Destination Wealth Management172KShares$17.6 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS135KShares$13.7 Million0.17% of portfolio
-
Morgan Stanley New York, NY128KShares$13.1 Million0.0% of portfolio