Walkner Condon Financial Advisors LLC Ishares Msci Usa Size Factor E Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SIZE
# of Institutions
72Shares Held
1.67MCall Options Held
0Put Options Held
1.2K-
Black Rock Inc. New York, NY429KShares$68.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC342KShares$54.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc183KShares$28.9 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$27.1 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$17.4 Million7.47% of portfolio