Spire Wealth Management Ishares Tr Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding INTF
# of Institutions
162Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$267 Million14.65% of portfolio
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Halbert Hargrove Global Advisors, LLC3.14MShares$98.7 Million5.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$79.3 Million14.86% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$76.6 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.83MShares$57.5 Million5.43% of portfolio