Defined Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Defined Wealth Management, LLC holds 60,561 shares of IUSV stock, worth $5.77 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
60,561
Previous 61,015
0.74%
Holding current value
$5.77 Million
Previous $5.83 Million
3.72%
% of portfolio
3.84%
Previous 3.93%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
734Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.25 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$822 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.75MShares$452 Million5.39% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio