Cfm Wealth Partners LLC Ishares Tr Transaction History
Cfm Wealth Partners LLC
- $541 Million
- Q2 2024
A detailed history of Cfm Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 4,122 shares of IYF stock, worth $417,888. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,122
Previous 4,122
-0.0%
Holding current value
$417,888
Previous $394,000
1.27%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IYF
# of Institutions
386Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$208 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$166 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$127 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$121 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$68.5 Million0.01% of portfolio