Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $246 Million
- Q2 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 17,007 shares of IUSV stock, worth $1.59 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
17,007
Previous 17,661
3.7%
Holding current value
$1.59 Million
Previous $1.6 Million
6.2%
% of portfolio
0.61%
Previous 0.67%
Shares
19 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.91 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.21 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$801 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$430 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$399 Million7.67% of portfolio