Wj Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
88Shares Held
3.45MCall Options Held
0Put Options Held
0-
Destination Wealth Management780KShares$72.2 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC304KShares$28.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC235KShares$21.8 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX217KShares$20.1 Million1.85% of portfolio
-
Leo Brokerage, LLC187KShares$17.4 Million1.99% of portfolio