Morris Financial Concepts, Inc. Ishares Morningstar U.S. Equit Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 300 shares of ILCB stock, worth $22,722. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$22,722
Previous $19,000
10.53%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ILCB
# of Institutions
160Shares Held
4.2MCall Options Held
0Put Options Held
0-
Equitable Holdings, Inc. New York, NY457KShares$34.6 Million0.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN455KShares$34.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY438KShares$33.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$14.6 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC185KShares$14 Million0.01% of portfolio