Three Cord True Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Three Cord True Wealth Management, LLC
- $116 Billion
- Q4 2024
A detailed history of Three Cord True Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Three Cord True Wealth Management, LLC holds 1,794 shares of IJR stock, worth $202,650. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,794Holding current value
$202,650% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,811Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.31 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.62 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.05 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.94 Billion0.46% of portfolio