York Bridge Wealth Partners, LLC Invesco ETF Tr Ii Kbw Regional Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Shares
3 transactions
Others Institutions Holding KBWR
# of Institutions
37Shares Held
227KCall Options Held
0Put Options Held
0-
Brown Advisory Inc30.3KShares$1.48 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ27.2KShares$1.33 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6KShares$1.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY16.3KShares$795,4560.0% of portfolio
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Bank Of America Corp Charlotte, NC12.8KShares$626,0660.0% of portfolio