Catalyst Private Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
Catalyst Private Wealth, LLC
- $145 Million
- Q2 2024
A detailed history of Catalyst Private Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 23,510 shares of IUSV stock, worth $2.24 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
23,510
Previous 24,028
2.16%
Holding current value
$2.24 Million
Previous $2.17 Million
4.69%
% of portfolio
1.43%
Previous 1.52%
Shares
11 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$438 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio