Wealthgate Family Office, LLC Ishares Core S&P U.S Growth Et Transaction History
Wealthgate Family Office, LLC
- $38.5 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
674Shares Held
107MCall Options Held
3KPut Options Held
100-
Bank Of America Corp Charlotte, NC36.3MShares$4.68 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.1MShares$1.81 Billion0.9% of portfolio
-
Morgan Stanley New York, NY11.5MShares$1.48 Billion0.11% of portfolio
-
Jones Financial Companies Lllp6.94MShares$894 Million1.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.15MShares$277 Million0.02% of portfolio