Dogwood Wealth Management LLC Ishares Tr Ishares Core Msci P Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 36,733 shares of IPAC stock, worth $2.3 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
36,733
Previous 37,298
1.51%
Holding current value
$2.3 Million
Previous $2.36 Billion
3.59%
% of portfolio
1.41%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding IPAC
# of Institutions
150Shares Held
25.5MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN7.24MShares$454 Million5.75% of portfolio
-
Municipal Employees' Retirement System Of Michigan6.4MShares$401 Million5.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$79.2 Million0.01% of portfolio
-
Assetmark, Inc1.14MShares$71.5 Million0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY1.01MShares$63.5 Million0.01% of portfolio