Tri Star Advisors Inc. Ishares U S ETF Tr Int Rate He Transaction History
Tri Star Advisors Inc.
- $5.9 Billion
- Q3 2023
Shares
3 transactions
Others Institutions Holding LQDH
# of Institutions
108Shares Held
4.05MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.5 Million2.4% of portfolio
-
Envestnet Asset Management Inc396KShares$36.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.2 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX241KShares$22.3 Million1.73% of portfolio