Geo Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Geo Wealth Management, LLC holds 752 shares of IUSV stock, worth $68,747. This represents 0.0% of its overall portfolio holdings.
Number of Shares
752
Previous 1,142
34.15%
Holding current value
$68,747
Previous $109,000
36.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$846 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$403 Million0.14% of portfolio