Investments & Financial Planning, LLC Ishares Msci World ETF Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 47,563 shares of URTH stock, worth $7.56 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
47,563
Previous 46,997
1.2%
Holding current value
$7.56 Million
Previous $6.93 Million
7.68%
% of portfolio
4.73%
Previous 4.65%
Shares
9 transactions
Others Institutions Holding URTH
# of Institutions
202Shares Held
8.45MCall Options Held
4KPut Options Held
3.4K-
Royal Bank Of Canada Toronto, A61.72MShares$273 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY773KShares$123 Million0.02% of portfolio
-
Sumitomo Mitsui Ds Asset Management Company, LTD682KShares$108 Million1.17% of portfolio
-
Prudential PLC London, England, X0671KShares$107 Million0.54% of portfolio
-
Evensky & Katz LLC282KShares$44.8 Million2.88% of portfolio