Holistic Planning, LLC Ishares Core S&P U.S Growth Et Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Holistic Planning, LLC holds 10,250 shares of IUSG stock, worth $1.41 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
10,250
Previous 11,619
11.78%
Holding current value
$1.41 Million
Previous $1.36 Billion
0.72%
% of portfolio
0.57%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
740Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.38 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.04 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$971 Million0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$296 Million0.09% of portfolio