Comprehensive Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History
Comprehensive Wealth Management, LLC
- $151 Million
- Q3 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 8,832 shares of IYK stock, worth $583,176. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,832
Previous 8,481
4.14%
Holding current value
$583,176
Previous $557,000
11.85%
% of portfolio
0.41%
Previous 0.41%
Shares
11 transactions
Others Institutions Holding IYK
# of Institutions
242Shares Held
36.4MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL26.9MShares$1.77 Billion1.16% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$97.2 Million2.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC847KShares$56 Million0.03% of portfolio
-
Morgan Stanley New York, NY847KShares$55.9 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$51.9 Million0.01% of portfolio