Ridgeline Wealth, LLC Ishares Tr Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

A detailed history of Ridgeline Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 6,216 shares of IFRA stock, worth $285,314. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,216

Holding current value

$285,314

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$45.94 - $51.71 $285,563 - $321,429	6,216 New	6,216 $288 Million

Others Institutions Holding IFRA

# of Institutions

485

Shares Held

52.4M

Call Options Held

Put Options Held

100

Bank Of America Corp Charlotte, NC

10M
Shares

$460 Million
0.04% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$341 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

2.84M
Shares

$130 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.26M
Shares

$104 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.6M
Shares

$73.5 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth, LLC with notifications on news.

Account