Primoris Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 7,235 shares of IHI stock, worth $403,857. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,235
Previous 7,335
1.36%
Holding current value
$403,857
Previous $395,000
7.09%
% of portfolio
0.34%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding IHI
# of Institutions
633Shares Held
41.1MCall Options Held
795KPut Options Held
375K-
Citigroup Inc5.22MShares$291 Million0.2% of portfolio
-
Morgan Stanley New York, NY3.25MShares$181 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$136 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.25MShares$125 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.01MShares$112 Million0.06% of portfolio