Perissos Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Perissos Private Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 8,650 shares of IJR stock, worth $988,608. This represents 0.83% of its overall portfolio holdings.
Number of Shares
8,650Holding current value
$988,608% of portfolio
0.83%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,524Shares Held
494MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
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Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio