Phillips Financial Management, LLC Ishares Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,925 shares of ICLN stock, worth $22,330. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,925Holding current value
$22,330% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding ICLN
# of Institutions
561Shares Held
45.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$74.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$37.8 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$31.6 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.2 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$17.5 Million3.66% of portfolio