Optivise Advisory Services LLC Ishares Core S&P U.S Growth Et Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Optivise Advisory Services LLC holds 7,943 shares of IUSG stock, worth $1.12 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
7,943
Previous 7,943
-0.0%
Holding current value
$1.12 Million
Previous $1.11 Billion
8.81%
% of portfolio
0.57%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
822Shares Held
120MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.1 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$1.92 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$1.85 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$862 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.02MShares$286 Million0.09% of portfolio