Philip James Wealth Mangement, LLC Ishares Core S&P U.S Growth Et Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,072 shares of IUSG stock, worth $373,524. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,088
0.52%
Holding current value
$373,524
Previous $362 Million
8.18%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
714Shares Held
112MCall Options Held
4.4KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC38MShares$4.62 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$1.8 Billion0.96% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.85MShares$832 Million1.01% of portfolio
-
Envestnet Asset Management Inc2.06MShares$251 Million0.09% of portfolio