Morris Financial Concepts, Inc. Ishares Morningstar U.S. Equit Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 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 $25,086. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$25,086
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ILCB
# of Institutions
180Shares Held
5.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.6 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.5 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.5 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$31.1 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.4 Million0.01% of portfolio