Tria Gen Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 17,410 shares of IUSV stock, worth $1.57 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
17,410
Previous 17,513
0.59%
Holding current value
$1.57 Million
Previous $1.48 Million
6.64%
% of portfolio
0.71%
Previous 0.72%
Shares
12 transactions
Others Institutions Holding IUSV
# of Institutions
666Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.43 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.11 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$735 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$419 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$384 Million8.13% of portfolio