Portland Financial Advisors Inc Ishares Morningstar U.S. Equit Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Portland Financial Advisors Inc holds 4,387 shares of ILCB stock, worth $349,336. This represents 0.96% of its overall portfolio holdings.
Number of Shares
4,387Holding current value
$349,336% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$100 Million0.04% of portfolio
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Advisor Shares Investments LLC Bethesda, MD506KShares$40.3 Million8.19% of portfolio
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Morgan Stanley New York, NY499KShares$39.8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA494KShares$39.4 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN406KShares$32.3 Million0.01% of portfolio