Big Sur Wealth Management LLC Ishares Tr Transaction History
Big Sur Wealth Management LLC
- $341 Million
- Q4 2024
A detailed history of Big Sur Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 28,895 shares of ITA stock, worth $4.43 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
28,895
Previous 23,645
22.2%
Holding current value
$4.43 Million
Previous $3.54 Million
18.68%
% of portfolio
1.23%
Previous 1.0%
Shares
22 transactions
Others Institutions Holding ITA
# of Institutions
754Shares Held
21.1MCall Options Held
704KPut Options Held
446K-
Bank Of America Corp Charlotte, NC4.1MShares$628 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.91MShares$293 Million0.02% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY1.32MShares$202 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$171 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA827KShares$127 Million0.03% of portfolio