Dopkins Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q1 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,811 shares of IJR stock, worth $296,644. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,811Holding current value
$296,644% of portfolio
0.2%Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
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Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio