Peninsula Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 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 48,120 shares of IUSG stock, worth $6.93 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
48,120
Previous 51,126
5.88%
Holding current value
$6.93 Million
Previous $6.52 Million
2.61%
% of portfolio
1.14%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
740Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.65 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.14 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$1.02 Billion0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$311 Million0.09% of portfolio