Phillips Wealth Planners LLC Ishares Tr Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,237 shares of IEFA stock, worth $398,064. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,237
Previous 5,129
2.11%
Holding current value
$398,064
Previous $364 Million
7.45%
% of portfolio
0.41%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding IEFA
# of Institutions
1,940Shares Held
1.42BCall Options Held
142KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$13.1 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.5 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.42 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.57 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.48 Billion14.41% of portfolio