Laurel Wealth Planning LLC Ishares Tr Transaction History
Laurel Wealth Planning LLC
- $153 Million
- Q3 2024
A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 199,540 shares of IFRA stock, worth $9.52 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
199,540
Previous 207,332
3.76%
Holding current value
$9.52 Million
Previous $8.73 Million
7.32%
% of portfolio
6.12%
Previous 6.08%
Shares
12 transactions
Others Institutions Holding IFRA
# of Institutions
449Shares Held
44.5MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$345 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$257 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$103 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$96.3 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$72.6 Million0.01% of portfolio