Hhm Wealth Advisors, LLC Ishares Morningstar U.S. Equit Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,000 shares of ILCB stock, worth $166,360. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$166,360
Previous $150,000
5.33%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding ILCB
# of Institutions
179Shares Held
5.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.3 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.3 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$30.9 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.3 Million0.01% of portfolio