Montz Harcus Wealth Management LLC Ishares Tr Transaction History
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 103,754 shares of IEFA stock, worth $7.84 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
103,754
Previous 99,178
4.61%
Holding current value
$7.84 Million
Previous $7.74 Million
5.8%
% of portfolio
4.14%
Previous 4.57%
Shares
13 transactions
Others Institutions Holding IEFA
# of Institutions
2,159Shares Held
1.51BCall Options Held
86.4KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC192MShares$14.5 Billion1.15% of portfolio
-
Morgan Stanley New York, NY98MShares$7.4 Billion0.5% of portfolio
-
Jones Financial Companies Lllp88.6MShares$6.69 Billion5.94% of portfolio
-
Wells Fargo & Company San Francisco, CA65.7MShares$4.97 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.45 Billion14.41% of portfolio