Lauer Wealth, LLC Ishares Morningstar Value ETF Transaction History
Lauer Wealth, LLC
- $129 Billion
- Q3 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 127,426 shares of ILCV stock, worth $10.8 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
127,426
Previous 124,328
2.49%
Holding current value
$10.8 Million
Previous $9.68 Billion
8.51%
% of portfolio
8.11%
Previous 7.63%
Shares
7 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$79.5 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$66.8 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$58.6 Million3.0% of portfolio
-
Matrix Trust CO693KShares$58.5 Million10.65% of portfolio
-
Ubs Group Ag500KShares$42.2 Million0.01% of portfolio