Brass Tax Wealth Management, Inc Ishares Barclays Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,480 shares of IEF stock, worth $229,276. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,480
Previous 2,725
8.99%
Holding current value
$229,276
Previous $255 Million
99.9%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,051Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.85 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.57 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.31 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio