Connecticut Wealth Management, LLC Ishares Tr Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,803 shares of ITA stock, worth $264,121. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,803
Previous 1,803
-0.0%
Holding current value
$264,121
Previous $238,000
13.03%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ITA
# of Institutions
701Shares Held
18.7MCall Options Held
309KPut Options Held
178K-
Bank Of America Corp Charlotte, NC4.02MShares$589 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.87MShares$274 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC974KShares$143 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$110 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA720KShares$105 Million0.02% of portfolio