U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 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 26,770 shares of IDV stock, worth $803,100. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,770
Previous 28,054
4.58%
Holding current value
$803,100
Previous $786,000
5.85%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$325 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$220 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$199 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$109 Million0.03% of portfolio