Certus Wealth Management, LLC Ishares Tr Transaction History
Certus Wealth Management, LLC
- $127 Million
- Q1 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 27,604 shares of IEFA stock, worth $2.03 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
27,604
Previous 37,251
25.9%
Holding current value
$2.03 Million
Previous $2.62 Million
21.83%
% of portfolio
1.61%
Previous 2.23%
Shares
4 transactions
Others Institutions Holding IEFA
# of Institutions
1,893Shares Held
1.47BCall Options Held
198KPut Options Held
49.7K-
Bank Of America Corp Charlotte, NC173MShares$12.8 Billion1.22% of portfolio
-
Morgan Stanley New York, NY89.1MShares$6.56 Billion0.54% of portfolio
-
Jones Financial Companies Lllp79MShares$5.82 Billion7.99% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.34 Billion14.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC58.6MShares$4.32 Billion13.32% of portfolio