Premier Path Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 4,341 shares of IUSV stock, worth $414,087. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,341
Previous 4,341
-0.0%
Holding current value
$414,087
Previous $415 Million
3.04%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
769Shares Held
173MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio