Selective Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
747Shares Held
168MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.19 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC13.4MShares$1.26 Billion0.59% of portfolio
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Morgan Stanley New York, NY8.63MShares$815 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$439 Million5.6% of portfolio
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Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio