Up Strategic Wealth Investment Advisors LLC Ishares Core Msci Intl Develop Transaction History

Up Strategic Wealth Investment Advisors LLC

$89.3 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$64.09 - $68.74 $466,318 - $500,152	7,276 New	7,276 $478 Million

Others Institutions Holding IDEV

# of Institutions

457

Shares Held

172M

Call Options Held

1.8K

Put Options Held

Bank Of America Corp Charlotte, NC

35.3M
Shares

$2.28 Billion
0.21% of portfolio
Creative Planning Overland Park, KS

17.5M
Shares

$1.13 Billion
1.23% of portfolio
Black Rock Inc. New York, NY

16.7M
Shares

$1.08 Billion
0.03% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$632 Million
0.05% of portfolio
Sei Investments CO Oaks, PA

9.24M
Shares

$595 Million
0.88% of portfolio

View Full List

About ISHARES CORE MSCI INTL DEVELOP

Ticker IDEV
Sector ETFs
Industry ETFs

More about IDEV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Account