Straight Path Wealth Management Ishares Msci Usa Size Factor E Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
72Shares Held
1.74MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$58.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC424KShares$57.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc184KShares$25.1 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH159KShares$21.8 Million25.74% of portfolio
-
Trinity Wealth Management, LLC112KShares$15.4 Million7.44% of portfolio