Centricity Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 25,061 shares of IUSV stock, worth $2.29 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
25,061Holding current value
$2.29 Million% of portfolio
2.17%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$846 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$403 Million0.14% of portfolio