Centricity Wealth Management, LLC Ishares Tr Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 230 shares of IYJ stock, worth $33,041. This represents 0.03% of its overall portfolio holdings.
Number of Shares
230
Previous 230
-0.0%
Holding current value
$33,041
Previous $29.9 Million
9.32%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IYJ
# of Institutions
345Shares Held
8.09MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$254 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$88.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$62.8 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$49 Million1.01% of portfolio