Perfromance Wealth Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,622 shares of IJT stock, worth $684,333. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,622
Previous 4,622
-0.0%
Holding current value
$684,333
Previous $593,000
8.6%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$645 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$473 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$171 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$168 Million0.04% of portfolio