Smartleaf Asset Management LLC Ishares Tr Core Conservative A Transaction History
Smartleaf Asset Management LLC
- $1.04 Trillion
- Q1 2025
Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
169Shares Held
5.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$18 Million0.01% of portfolio
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Curran Financial Partners, LLC407KShares$15.5 Million4.35% of portfolio
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Sargent Bickham Lagudis LLC405KShares$15.5 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$12.5 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA182KShares$6.95 Million0.03% of portfolio