Kellett Schaffner Wealth Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 5,925 shares of IJH stock, worth $342,050. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,925Holding current value
$342,050% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IJH
# of Institutions
2,342Shares Held
989MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.62 Billion6.08% of portfolio
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Bank Of America Corp Charlotte, NC64.7MShares$3.74 Billion0.37% of portfolio
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Wells Fargo & Company San Francisco, CA49MShares$2.83 Billion0.73% of portfolio
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Lpl Financial LLC Fort Mill, SC38.5MShares$2.22 Billion1.28% of portfolio
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Jpmorgan Chase & CO New York, NY38MShares$2.2 Billion0.21% of portfolio