Unique Wealth Strategies, LLC Ishares Core S&P U.S. Value Et Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 7,390 shares of IUSV stock, worth $711,361. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,390
Previous 7,390
-0.0%
Holding current value
$711,361
Previous $668 Million
-0.0%
% of portfolio
0.31%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.39 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio