Concentric Wealth Management, LLC Ishares S&P Small Cap 600 Grow Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 3,080 shares of IJT stock, worth $441,364. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,080
Previous 3,080
-0.0%
Holding current value
$441,364
Previous $395,000
8.61%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$624 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$458 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$267 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$166 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$163 Million0.04% of portfolio