Consilio Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Consilio Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 5,556 shares of IUSG stock, worth $705,612. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,556
Previous 5,550
0.11%
Holding current value
$705,612
Previous $650,000
8.92%
% of portfolio
0.32%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding IUSG
# of Institutions
676Shares Held
107MCall Options Held
3KPut Options Held
100-
Bank Of America Corp Charlotte, NC36.3MShares$4.62 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.1MShares$1.79 Billion0.9% of portfolio
-
Morgan Stanley New York, NY11.5MShares$1.46 Billion0.11% of portfolio
-
Jones Financial Companies Lllp6.94MShares$882 Million1.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.15MShares$273 Million0.02% of portfolio