Connecticut Wealth Management, LLC Ishares Tr Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 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 $260,605. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,803
Previous 1,803
-0.0%
Holding current value
$260,605
Previous $237,000
0.42%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ITA
# of Institutions
667Shares Held
24.1MCall Options Held
169KPut Options Held
181K-
Bank Of America Corp Charlotte, NC9.16MShares$1.32 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.81MShares$262 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC905KShares$131 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN758KShares$110 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA713KShares$103 Million0.02% of portfolio