Ridgeline Wealth Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 5,598 shares of IJR stock, worth $665,098. This represents 0.62% of its overall portfolio holdings.
Number of Shares
5,598Holding current value
$665,098% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,672Shares Held
520MCall Options Held
998KPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.32 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio