Curated Wealth Partners LLC Ishares Core S&P U.S. Value Et Transaction History
Curated Wealth Partners LLC
- $769 Million
- Q3 2024
A detailed history of Curated Wealth Partners LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Curated Wealth Partners LLC holds 2,900 shares of IUSV stock, worth $275,442. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,900
Previous 2,900
-0.0%
Holding current value
$275,442
Previous $255,000
8.24%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.01 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$437 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio