Wj Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding IUSG
# of Institutions
740Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.65 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.15 Billion0.9% of portfolio
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Morgan Stanley New York, NY13.1MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$1.02 Billion0.96% of portfolio
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Envestnet Asset Management Inc2.16MShares$312 Million0.09% of portfolio