Fiduciary Planning LLC Ishares Tr Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
A detailed history of Fiduciary Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 48,742 shares of IAK stock, worth $6.73 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
48,742
Previous 47,252
3.15%
Holding current value
$6.73 Million
Previous $5.34 Million
17.9%
% of portfolio
2.86%
Previous 2.6%
Shares
5 transactions
Others Institutions Holding IAK
# of Institutions
155Shares Held
3.74MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY428KShares$59.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA249KShares$34.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA219KShares$30.2 Million0.1% of portfolio
-
Spc Financial, Inc.167KShares$23.1 Million1.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC167KShares$23.1 Million0.01% of portfolio