Paul Damon & Associates, Inc. Ishares Core S&P U.S. Value Et Transaction History
Paul Damon & Associates, Inc.
- $147 Billion
- Q2 2024
A detailed history of Paul Damon & Associates, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 25,757 shares of IUSV stock, worth $2.45 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
25,757
Previous 21,716
18.61%
Holding current value
$2.45 Million
Previous $1.96 Billion
15.58%
% of portfolio
1.55%
Previous 1.37%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$438 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio