Selective Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
729Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.54 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.33 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$861 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$490 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$430 Million7.92% of portfolio