Collaborative Wealth Managment Inc. Ishares Core S&P U.S Growth Et Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,719 shares of IUSG stock, worth $220,650. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,719
Previous 1,719
-0.0%
Holding current value
$220,650
Previous $201,000
8.96%
% of portfolio
0.11%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding IUSG
# of Institutions
715Shares Held
112MCall Options Held
4.4KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC38MShares$4.88 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$1.9 Billion0.96% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.65 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.85MShares$879 Million1.01% of portfolio
-
Envestnet Asset Management Inc2.06MShares$265 Million0.09% of portfolio