Tranquility Partners, LLC Ishares Tr Transaction History
Tranquility Partners, LLC
- $255 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding INTF
# of Institutions
134Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$210 Million13.5% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$75.1 Million14.57% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.4 Million3.22% of portfolio
-
Integrated Wealth Concepts LLC2MShares$60.3 Million0.89% of portfolio
-
Clearwater Capital Advisors, LLC1.78MShares$53.4 Million5.94% of portfolio