Mascoma Wealth Management LLC Ishares Morningstar Value ETF Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 788 shares of ILCV stock, worth $65,687. This represents 0.02% of its overall portfolio holdings.
Number of Shares
788Holding current value
$65,687% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
144Shares Held
8.88MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.5 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$66 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA690KShares$57.5 Million2.91% of portfolio
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Matrix Trust CO689KShares$57.4 Million9.7% of portfolio
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Ubs Group Ag500KShares$41.7 Million0.01% of portfolio