Peninsula Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Peninsula Wealth, LLC holds 51,208 shares of IUSG stock, worth $7.33 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
51,208
Previous 48,120
6.42%
Holding current value
$7.33 Million
Previous $6.35 Million
12.42%
% of portfolio
1.23%
Previous 1.14%
Shares
4 transactions
Others Institutions Holding IUSG
# of Institutions
822Shares Held
120MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.17 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$1.95 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$1.87 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$872 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.02MShares$289 Million0.09% of portfolio