Consilium Wealth Advisory, LLC Ishares Tr Transaction History
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 79,883 shares of IFRA stock, worth $3.73 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
79,883
Previous 54,003
47.92%
Holding current value
$3.73 Million
Previous $2.27 Million
65.0%
% of portfolio
2.08%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding IFRA
# of Institutions
436Shares Held
42MCall Options Held
36KPut Options Held
100-
Envestnet Asset Management Inc6.91MShares$323 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$90.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$89.2 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$69.4 Million0.01% of portfolio