Transform Wealth, LLC Ishares Tr Dow Jones Us Medica Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding IHI
# of Institutions
621Shares Held
36.8MCall Options Held
311KPut Options Held
1.15M-
Citigroup Inc5.63MShares$343 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.93MShares$179 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.07MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.79MShares$109 Million0.05% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.22MShares$74.1 Million0.03% of portfolio