Life Planning Partners, Inc Ishares S&P Midcap 400 Value E Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
887Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$510 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.58MShares$449 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.34MShares$294 Million0.03% of portfolio
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Ubs Group Ag2.15MShares$270 Million0.05% of portfolio
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Envestnet Asset Management Inc1.86MShares$234 Million0.08% of portfolio