Wellington Wealth Strategies, Llc. Ihares Core 1 5 Years Usd Bond Transaction History
Wellington Wealth Strategies, Llc.
- $110 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding ISTB
# of Institutions
419Shares Held
61MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA10.9MShares$527 Million5.07% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$244 Million0.67% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.98MShares$144 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2MShares$96.4 Million0.04% of portfolio
-
Trust Point Inc. La Crosse, WI1.82MShares$87.7 Million8.02% of portfolio