Avitas Wealth Management LLC Ishares Tr Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 2024
A detailed history of Avitas Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 1,938 shares of ITA stock, worth $258,199. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,938
Previous 1,977
1.97%
Holding current value
$258,199
Previous $250,000
2.0%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding ITA
# of Institutions
648Shares Held
24.7MCall Options Held
673KPut Options Held
275K-
Bank Of America Corp Charlotte, NC9.12MShares$1.21 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.97MShares$263 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$116 Million0.06% of portfolio
-
Global Assets Advisory, LLC Orlando, FL844KShares$112 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN742KShares$98.8 Million0.03% of portfolio