Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,950 shares of IFRA stock, worth $414,716. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,950
Previous 12,213
18.53%
Holding current value
$414,716
Previous $492 Million
12.28%
% of portfolio
0.27%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IFRA
# of Institutions
408Shares Held
40.2MCall Options Held
26KPut Options Held
5K-
Envestnet Asset Management Inc6.7MShares$279 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.06MShares$211 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$78.6 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.56MShares$65 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.31MShares$54.5 Million0.01% of portfolio