Big Sur Wealth Management LLC Ishares Tr Transaction History
Big Sur Wealth Management LLC
- $319 Million
- Q2 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 2,000 shares of IYH stock, worth $129,220. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$129,220
Previous $123,000
0.81%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
532Shares Held
24MCall Options Held
30KPut Options Held
200-
Morgan Stanley New York, NY2.15MShares$139 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.54MShares$99.7 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$95.8 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.29MShares$83.6 Million0.02% of portfolio