Maxwell Wealth Strategies Inc. Ishares Core S&P U.S Growth Et Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 4,738 shares of IUSG stock, worth $671,516. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,738
Previous 4,738
-0.0%
Holding current value
$671,516
Previous $632 Million
4.54%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
822Shares Held
120MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.11 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$1.93 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$1.85 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$863 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.02MShares$286 Million0.09% of portfolio