Valued Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 34 shares of IUSV stock, worth $3,229. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 20
70.0%
Holding current value
$3,229
Previous $1.84 Million
64.85%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.01 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$437 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio