Steward Partners Investment Advisory, LLC Ishares Morningstar U.S. Equit Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,018 shares of ILCB stock, worth $319,953. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,018
Previous 3,685
9.04%
Holding current value
$319,953
Previous $291,000
12.03%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$100 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$40.3 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$39.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$39.4 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$32.3 Million0.01% of portfolio