Ptm Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 7,196 shares of IJR stock, worth $720,535. This represents 0.69% of its overall portfolio holdings.
Number of Shares
7,196Holding current value
$720,535% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,808Shares Held
534MCall Options Held
877KPut Options Held
273K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio