Clientfirst Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 4,324 shares of IJK stock, worth $377,139. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,324
Previous 4,324
-0.0%
Holding current value
$377,139
Previous $324,000
3.7%
% of portfolio
0.38%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
868Shares Held
70.7MCall Options Held
3.3KPut Options Held
200-
Wells Fargo & Company San Francisco, CA7.26MShares$633 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.67MShares$581 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.53MShares$308 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY3.4MShares$297 Million0.06% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.88MShares$251 Million13.98% of portfolio