Wj Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History
Wj Wealth Management, LLC
- $270 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
114Shares Held
4.16MCall Options Held
0Put Options Held
0-
Destination Wealth Management823KShares$76.7 Million2.31% of portfolio
-
Envestnet Asset Management Inc396KShares$36.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC322KShares$30 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$26.9 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX241KShares$22.4 Million1.73% of portfolio