One Charles Private Wealth Services, LLC Ishares Core S&P U.S Growth Et Transaction History
One Charles Private Wealth Services, LLC
- $287 Million
- Q1 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 5,885 shares of IUSG stock, worth $832,962. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,885
Previous 5,885
-0.0%
Holding current value
$832,962
Previous $820,000
8.9%
% of portfolio
0.26%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
822Shares Held
120MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.1 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$1.92 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$1.85 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$862 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.02MShares$286 Million0.09% of portfolio