Wcg Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
713Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$6.16 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.26 Billion0.58% of portfolio
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Morgan Stanley New York, NY8.58MShares$835 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$478 Million5.88% of portfolio
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Signaturefd, LLC Atlanta, GA4.31MShares$419 Million7.92% of portfolio