Topel & Distasi Wealth Management, LLC Ishares 1 3 International Trea Transaction History
Topel & Distasi Wealth Management, LLC
- $214 Million
- Q1 2025
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares 1 3 International Trea stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 85,903 shares of IGOV stock, worth $3.54 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
85,903
Previous 80,180
7.14%
Holding current value
$3.54 Million
Previous $3.08 Million
9.94%
% of portfolio
1.58%
Previous 1.32%
Shares
13 transactions
Others Institutions Holding IGOV
# of Institutions
102Shares Held
5.78MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS849KShares$35 Million0.03% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA609KShares$25.1 Million1.27% of portfolio
-
Inscription Capital, LLC Houston, TX295KShares$12.1 Million1.87% of portfolio
-
Mackenzie Financial Corp Toronto Ontario, A6250KShares$10.3 Million0.01% of portfolio
-
Allspring Global Investments Holdings, LLC240KShares$9.9 Million0.02% of portfolio