Dfpg Investments, LLC Ishares Morningstar U.S. Equit Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Dfpg Investments, LLC holds 10,614 shares of ILCB stock, worth $837,975. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,614
Previous 11,277
5.88%
Holding current value
$837,975
Previous $664,000
4.97%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding ILCB
# of Institutions
166Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$37.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$35.5 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$33.5 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$15.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$14.3 Million0.01% of portfolio