Wealthsource Partners, LLC Ishares Tr Ishares Core Msci P Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding IPAC
# of Institutions
171Shares Held
18.5MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$507 Million5.75% of portfolio
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Jpmorgan Chase & CO New York, NY2.02MShares$150 Million0.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA966KShares$71.8 Million0.01% of portfolio
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Assetmark, Inc962KShares$71.6 Million0.15% of portfolio
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Morgan Stanley New York, NY882KShares$65.7 Million0.0% of portfolio