U.S. Capital Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.41 Billion
- Q1 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 5,788 shares of IUSV stock, worth $508,244. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,788
Previous 5,784
0.07%
Holding current value
$508,244
Previous $487,000
7.39%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding IUSV
# of Institutions
667Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.27 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.08 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$713 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$407 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$373 Million8.13% of portfolio