Centric Wealth Management Ishares Tr Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
A detailed history of Centric Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Centric Wealth Management holds 1,864 shares of ITA stock, worth $269,422. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,864
Previous 2,143
13.02%
Holding current value
$269,422
Previous $282,000
12.77%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
667Shares Held
24.1MCall Options Held
169KPut Options Held
181K-
Bank Of America Corp Charlotte, NC9.16MShares$1.32 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.81MShares$262 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC905KShares$131 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN758KShares$110 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA713KShares$103 Million0.02% of portfolio