Laurel Wealth Planning LLC Ishares Tr Transaction History
Laurel Wealth Planning LLC
- $180 Million
- Q3 2025
A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 192,557 shares of IFRA stock, worth $10.2 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
192,557
Previous 195,698
1.61%
Holding current value
$10.2 Million
Previous $9.63 Million
5.65%
% of portfolio
5.66%
Previous 5.69%
Shares
16 transactions
Others Institutions Holding IFRA
# of Institutions
394Shares Held
30.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.8MShares$519 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$101 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.7MShares$89.9 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$54.5 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS953KShares$50.5 Million0.07% of portfolio