Primoris Wealth Advisors, LLC Ishares Tr Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 5,500 shares of IHF stock, worth $263,120. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,500
Previous 5,500
-0.0%
Holding current value
$263,120
Previous $288,000
9.03%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IHF
# of Institutions
220Shares Held
6.25MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY772KShares$37 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO749KShares$35.8 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC417KShares$20 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA336KShares$16.1 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC286KShares$13.7 Million0.01% of portfolio