Strategic Wealth Investment Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Strategic Wealth Investment Group, LLC
- $54.4 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
622Shares Held
25MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$470 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$239 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.44MShares$174 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.24MShares$149 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$140 Million0.05% of portfolio