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 $267,467. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,900
Previous 2,900
-0.0%
Holding current value
$267,467
Previous $255,000
8.24%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
728Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.05 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.23 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$796 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$453 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$397 Million7.92% of portfolio