Surience Private Wealth LLC Ishares Tr Transaction History
Surience Private Wealth LLC
- $97.3 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding SHV
# of Institutions
725Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
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Jpmorgan Chase & CO New York, NY9.03MShares$995 Million0.08% of portfolio
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Black Rock Inc. New York, NY7.58MShares$835 Million0.02% of portfolio
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Morgan Stanley New York, NY6.26MShares$689 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA3.71MShares$409 Million0.09% of portfolio