U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 23,167 shares of IDV stock, worth $654,931. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,167
Previous 26,770
13.46%
Holding current value
$654,931
Previous $740,000
5.41%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$304 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75.2 Million0.02% of portfolio