Comprehensive Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 8,481 shares of IYK stock, worth $585,613. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,481
Previous 8,309
2.07%
Holding current value
$585,613
Previous $561,000
0.71%
% of portfolio
0.41%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding IYK
# of Institutions
245Shares Held
8.94MCall Options Held
6.2KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.48MShares$102 Million2.2% of portfolio
-
Morgan Stanley New York, NY870KShares$60.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC810KShares$55.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$38.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO539KShares$37.2 Million0.04% of portfolio