Wealthgate Family Office, LLC Ishares Core S&P U.S. Value Et Transaction History
Wealthgate Family Office, LLC
- $40.6 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
709Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$468 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio