Crestwood Advisors Group LLC Ishares Morningstar U.S. Equit Transaction History
Crestwood Advisors Group LLC
- $4.5 Billion
- Q1 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 49,103 shares of ILCB stock, worth $3.72 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
49,103
Previous 49,513
0.83%
Holding current value
$3.72 Million
Previous $3.26 Million
9.31%
% of portfolio
0.08%
Previous 0.08%
Shares
26 transactions
Others Institutions Holding ILCB
# of Institutions
160Shares Held
4.2MCall Options Held
0Put Options Held
0-
Equitable Holdings, Inc. New York, NY457KShares$34.6 Million0.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN455KShares$34.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY438KShares$33.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$14.6 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC185KShares$14 Million0.01% of portfolio