Monograph Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 8,915 shares of ILCV stock, worth $808,501. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,915Holding current value
$808,501% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
185Shares Held
9.44MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$82 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC812KShares$73.7 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA703KShares$63.7 Million2.81% of portfolio
-
Matrix Trust CO700KShares$63.5 Million9.3% of portfolio
-
Ubs Group Ag497KShares$45.1 Million0.01% of portfolio