Certus Wealth Management, LLC Ishares Tr Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 18,765 shares of IFRA stock, worth $848,553. This represents 0.6% of its overall portfolio holdings.
Number of Shares
18,765
Previous 19,536
3.95%
Holding current value
$848,553
Previous $917,000
5.34%
% of portfolio
0.6%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding IFRA
# of Institutions
428Shares Held
36.5MCall Options Held
1KPut Options Held
100-
Bank Of America Corp Charlotte, NC10MShares$453 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.26MShares$102 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$72.5 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.56MShares$70.5 Million3.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.1MShares$49.8 Million0.02% of portfolio