Holistic Planning, LLC Ishares Core S&P U.S Growth Et Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Holistic Planning, LLC holds 10,250 shares of IUSG stock, worth $1.37 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
10,250
Previous 11,619
11.78%
Holding current value
$1.37 Million
Previous $1.36 Billion
0.72%
% of portfolio
0.57%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
723Shares Held
113MCall Options Held
3.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC38MShares$5.07 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$1.97 Billion0.96% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.71 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.85MShares$913 Million1.01% of portfolio
-
Envestnet Asset Management Inc2.16MShares$288 Million0.09% of portfolio