Accurate Wealth Management, LLC Ishares Tr Transaction History
Accurate Wealth Management, LLC
- $352 Million
- Q1 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 116,854 shares of IHE stock, worth $7.82 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
116,854Holding current value
$7.82 Million% of portfolio
2.26%Shares
1 transactions
Others Institutions Holding IHE
# of Institutions
149Shares Held
5.59MCall Options Held
5.4KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.54MShares$237 Million0.11% of portfolio
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Morgan Stanley New York, NY352KShares$23.6 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC165KShares$11.1 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6110KShares$7.35 Million0.0% of portfolio
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Brown Advisory Inc97KShares$6.49 Million0.01% of portfolio