Presilium Private Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
Presilium Private Wealth, LLC
- $434 Billion
- Q3 2024
A detailed history of Presilium Private Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 35,548 shares of IUSV stock, worth $3.38 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
35,548
Previous 36,473
2.54%
Holding current value
$3.38 Million
Previous $3.21 Billion
5.6%
% of portfolio
0.78%
Previous 0.81%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.01 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$437 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio