Mark Sheptoff Financial Planning, LLC Ishares Tr Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 35 shares of INTF stock, worth $1,054. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$1,054
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding INTF
# of Institutions
154Shares Held
43.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$237 Million14.75% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$94.7 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$75.3 Million14.96% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.5 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.79MShares$54 Million5.78% of portfolio