Optivise Advisory Services LLC Ishares Morningstar U.S. Equit Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,362 shares of ILCB stock, worth $358,512. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,362Holding current value
$358,512% of portfolio
0.18%Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
177Shares Held
5.59MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$41.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$35.9 Million0.35% of portfolio
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Ameriprise Financial Inc Minneapolis, MN413KShares$33.9 Million0.01% of portfolio
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Advisor Shares Investments LLC Bethesda, MD372KShares$30.6 Million5.84% of portfolio
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Wells Fargo & Company San Francisco, CA364KShares$29.9 Million0.01% of portfolio