Personal Cfo Solutions, LLC Ishares Tr Transaction History
Personal Cfo Solutions, LLC
- $636 Million
- Q2 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 7,119 shares of IAK stock, worth $934,724. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,119
Previous 6,666
6.8%
Holding current value
$934,724
Previous $782,000
2.69%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding IAK
# of Institutions
143Shares Held
3.59MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY424KShares$55.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$29.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA215KShares$28.2 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC190KShares$25 Million0.01% of portfolio
-
Spc Financial, Inc.167KShares$22 Million1.91% of portfolio