Endowment Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 20,656 shares of IUSV stock, worth $1.82 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
20,656
Previous 17,187
20.18%
Holding current value
$1.82 Million
Previous $1.45 Million
28.92%
% of portfolio
1.55%
Previous 1.35%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
664Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.3 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.09 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$717 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$410 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$375 Million8.13% of portfolio