Brass Tax Wealth Management, Inc Ishares Barclays Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,480 shares of IEF stock, worth $235,823. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,480
Previous 2,725
8.99%
Holding current value
$235,823
Previous $255 Million
99.9%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,102Shares Held
279MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.68 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.54 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.11 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$916 Million0.6% of portfolio