York Bridge Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Shares
5 transactions
Others Institutions Holding PFF
# of Institutions
1,099Shares Held
186MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$775 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$489 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA9.04MShares$287 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.17MShares$228 Million0.11% of portfolio
-
Ubs Group Ag5.88MShares$187 Million0.04% of portfolio