Fonville Wealth Management LLC Ishares Tr Msci Eafe Small Cap Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fonville Wealth Management LLC holds 72,046 shares of SCZ stock, worth $4.8 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
72,046
Previous 62,831
14.67%
Holding current value
$4.8 Million
Previous $3.98 Billion
11.61%
% of portfolio
1.76%
Previous 1.76%
Shares
3 transactions
Others Institutions Holding SCZ
# of Institutions
711Shares Held
103MCall Options Held
10.5KPut Options Held
114K-
Jones Financial Companies Lllp12.7MShares$843 Million0.9% of portfolio
-
Natixis Advisors, L.P. Boston, MA8.12MShares$541 Million1.09% of portfolio
-
Tiaa Trust, National Association Charlotte, NC7.86MShares$524 Million1.5% of portfolio
-
Creative Planning Overland Park, KS4.97MShares$331 Million0.33% of portfolio
-
Matson Money. Inc.4.27MShares$284 Million8.75% of portfolio