Talisman Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 8,735 shares of IUSG stock, worth $1.06 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
8,735
Previous 8,652
0.96%
Holding current value
$1.06 Million
Previous $1.01 Million
9.76%
% of portfolio
1.29%
Previous 1.28%
Shares
7 transactions
Others Institutions Holding IUSG
# of Institutions
714Shares Held
112MCall Options Held
4.4KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC38MShares$4.62 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$1.8 Billion0.96% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.85MShares$832 Million1.01% of portfolio
-
Envestnet Asset Management Inc2.06MShares$251 Million0.09% of portfolio