Primoris Wealth Advisors, LLC Ishares Tr Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 5,250 shares of IHF stock, worth $249,060. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,250
Previous 5,500
4.55%
Holding current value
$249,060
Previous $263,000
5.32%
% of portfolio
0.23%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IHF
# of Institutions
215Shares Held
5.39MCall Options Held
9.6KPut Options Held
100-
Morgan Stanley New York, NY788KShares$37.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC361KShares$17.1 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA335KShares$15.9 Million0.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC267KShares$12.7 Million0.01% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR224KShares$10.6 Million0.25% of portfolio