Lauer Wealth, LLC Ishares Morningstar Value ETF Transaction History
Lauer Wealth, LLC
- $127 Billion
- Q2 2024
A detailed history of Lauer Wealth, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Lauer Wealth, LLC holds 124,328 shares of ILCV stock, worth $10.2 Million. This represents 7.63% of its overall portfolio holdings.
Number of Shares
124,328
Previous 113,857
9.2%
Holding current value
$10.2 Million
Previous $8.56 Billion
13.16%
% of portfolio
7.63%
Previous 7.43%
Shares
6 transactions
Others Institutions Holding ILCV
# of Institutions
132Shares Held
8.29MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$79.8 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$72.2 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA817KShares$67.1 Million3.48% of portfolio
-
Matrix Trust CO815KShares$67 Million14.05% of portfolio
-
Ubs Group Ag502KShares$41.3 Million0.01% of portfolio