Jim Saulnier & Associates, LLC Ishares Morningstar U.S. Equit Transaction History
Jim Saulnier & Associates, LLC
- $102 Billion
- Q3 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 32,197 shares of ILCB stock, worth $2.61 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
32,197Holding current value
$2.61 Million% of portfolio
2.49%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
178Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$41.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$35.5 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$33.5 Million0.01% of portfolio
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Advisor Shares Investments LLC Bethesda, MD372KShares$30.2 Million5.84% of portfolio
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Wells Fargo & Company San Francisco, CA364KShares$29.5 Million0.01% of portfolio