One Charles Private Wealth Services, LLC Ishares Core S&P U.S. Value Et Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 9,897 shares of IUSV stock, worth $945,262. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,897
Previous 10,027
1.3%
Holding current value
$945,262
Previous $957,000
4.28%
% of portfolio
0.32%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
775Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.84 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$884 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$445 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio