Shared Vision Wealth Group LLC Ishares Short Term National Mu Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
798Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$699 Million0.07% of portfolio
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Envestnet Asset Management Inc5.96MShares$626 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO5.35MShares$562 Million1.59% of portfolio
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Morgan Stanley New York, NY3.62MShares$380 Million0.03% of portfolio
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Sei Investments CO Oaks, PA2.52MShares$265 Million0.4% of portfolio