Sea Crest Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 11,863 shares of ILCB stock, worth $899,452. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,863
Previous 9,868
20.22%
Holding current value
$899,452
Previous $715,000
24.62%
% of portfolio
0.1%
Previous 0.09%
Shares
26 transactions
Others Institutions Holding ILCB
# of Institutions
165Shares Held
4.24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$35.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$34.1 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$32.2 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$14.6 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$13.8 Million0.01% of portfolio