Centric Wealth Management Ishares Tr Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
A detailed history of Centric Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Centric Wealth Management holds 1,874 shares of ITA stock, worth $289,889. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,874
Previous 1,864
0.54%
Holding current value
$289,889
Previous $246,000
13.82%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding ITA
# of Institutions
701Shares Held
18.7MCall Options Held
309KPut Options Held
178K-
Bank Of America Corp Charlotte, NC4.02MShares$621 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.87MShares$289 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC974KShares$151 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$116 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA720KShares$111 Million0.02% of portfolio