Fortress Financial Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Fortress Financial Group, LLC
- $101 Billion
- Q4 2024
A detailed history of Fortress Financial Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Fortress Financial Group, LLC holds 134,200 shares of IUSV stock, worth $12.6 Million. This represents 12.35% of its overall portfolio holdings.
Number of Shares
134,200Holding current value
$12.6 Million% of portfolio
12.35%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.74 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$871 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$438 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$415 Million0.14% of portfolio