Pacific Capital Wealth Advisors, Inc Ishares Tr Fallen Angels Usd B Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 111 shares of FALN stock, worth $2,962. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 107
3.74%
Holding current value
$2,962
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FALN
# of Institutions
292Shares Held
46.4MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL8.99MShares$240 Million3.17% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$145 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.69MShares$71.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.28MShares$60.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$51.3 Million0.02% of portfolio