Morris Financial Concepts, Inc. Ishares Core S&P U.S. Value Et Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
705Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$5.97 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$809 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$464 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio