Wagner Wealth Management, LLC Ishares Tr Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
77.1MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$305 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75.3 Million0.02% of portfolio