Phillips Wealth Planners LLC Ishares Tr Us Broker Dealers & Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,551 shares of IAI stock, worth $319,002. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,551
Previous 2,544
0.28%
Holding current value
$319,002
Previous $280 Million
9.83%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding IAI
# of Institutions
140Shares Held
7.47MCall Options Held
4.7KPut Options Held
300-
Envestnet Asset Management Inc1.25MShares$156 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$141 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL911KShares$114 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa803KShares$100 Million0.04% of portfolio
-
Truist Financial Corp787KShares$98.4 Million0.14% of portfolio