9258 Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,078 shares of IAI stock, worth $475,704. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,078
Previous 3,236
4.88%
Holding current value
$475,704
Previous $378,000
4.5%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IAI
# of Institutions
196Shares Held
6.7MCall Options Held
38KPut Options Held
103K-
Raymond James & Associates St Petersburg, FL880KShares$136 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa710KShares$110 Million0.04% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.640KShares$98.9 Million1.17% of portfolio
-
Assetmark, Inc575KShares$88.8 Million0.22% of portfolio
-
Morgan Stanley New York, NY470KShares$72.7 Million0.0% of portfolio