Corepath Wealth Partners LLC Ishares Core S&P U.S. Value Et Transaction History
Corepath Wealth Partners LLC
- $92.7 Million
- Q1 2024
A detailed history of Corepath Wealth Partners LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 93,651 shares of IUSV stock, worth $8.22 Million. This represents 9.13% of its overall portfolio holdings.
Number of Shares
93,651
Previous 240,541
61.07%
Holding current value
$8.22 Million
Previous $20.3 Million
58.25%
% of portfolio
9.13%
Previous 11.16%
Shares
15 transactions
Others Institutions Holding IUSV
# of Institutions
667Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.27 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.08 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$713 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$407 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$373 Million8.13% of portfolio