Modern Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,164 shares of IPAC stock, worth $275,490. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,164
Previous 4,179
0.36%
Holding current value
$275,490
Previous $258 Million
1.3%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IPAC
# of Institutions
141Shares Held
24.8MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN7.16MShares$474 Million6.08% of portfolio
-
Municipal Employees' Retirement System Of Michigan6.4MShares$424 Million5.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.45MShares$95.7 Million0.02% of portfolio
-
Assetmark, Inc1.18MShares$78 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY901KShares$59.6 Million0.0% of portfolio