Levy Wealth Management Group, LLC Ishares Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Ishares stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 17,468 shares of ICLN stock, worth $231,625. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,468
Previous 17,468
-0.0%
Holding current value
$231,625
Previous $271,000
9.96%
% of portfolio
0.06%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding ICLN
# of Institutions
565Shares Held
51MCall Options Held
2.69MPut Options Held
2.96M-
Bank Of America Corp Charlotte, NC9.28MShares$123 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.21MShares$55.8 Million0.0% of portfolio
-
Ubs Group Ag2.8MShares$37.2 Million0.01% of portfolio
-
Citigroup Inc1.45MShares$19.2 Million0.01% of portfolio
-
Perbak Capital Partners LLP London, X01.4MShares$18.5 Million24.52% of portfolio