Spire Wealth Management Ishares Tr Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding INTF
# of Institutions
152Shares Held
41.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$235 Million14.75% of portfolio
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Halbert Hargrove Global Advisors, LLC2.86MShares$85.2 Million4.97% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$74.4 Million14.96% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$72.7 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.79MShares$53.4 Million5.78% of portfolio