Fonville Wealth Management LLC Ishares Tr Msci Eafe Small Cap Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fonville Wealth Management LLC holds 81,483 shares of SCZ stock, worth $5.22 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
81,483
Previous 72,046
13.1%
Holding current value
$5.22 Million
Previous $4.44 Billion
24.22%
% of portfolio
1.91%
Previous 1.76%
Shares
4 transactions
Others Institutions Holding SCZ
# of Institutions
730Shares Held
99.8MCall Options Held
10.5KPut Options Held
114K-
Jones Financial Companies Lllp12.7MShares$811 Million0.9% of portfolio
-
Natixis Advisors, L.P. Boston, MA8.84MShares$567 Million1.17% of portfolio
-
Tiaa Trust, National Association Charlotte, NC7.86MShares$504 Million1.5% of portfolio
-
Creative Planning Overland Park, KS4.83MShares$310 Million0.33% of portfolio
-
Tiaa, Fsb St. Louis, MO4.25MShares$273 Million0.91% of portfolio