Valued Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 20 shares of IUSV stock, worth $1,756. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 13
53.85%
Holding current value
$1,756
Previous $984,000
86.79%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
668Shares 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