U.S. Capital Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,801 shares of IUSV stock, worth $267,187. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,801
Previous 2,624
6.75%
Holding current value
$267,187
Previous $250,000
3.6%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
769Shares Held
173MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio