Atlantic Edge Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $291 Billion
- Q1 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 16,053 shares of IJR stock, worth $1.83 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,053
Previous 16,278
1.38%
Holding current value
$1.83 Million
Previous $1.76 Billion
0.69%
% of portfolio
0.61%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,440Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.84 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.49 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.18 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.48 Billion0.79% of portfolio