Verity Wealth Advisors Ishares Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares stock. As of the latest transaction made, Verity Wealth Advisors holds 39,334 shares of ICLN stock, worth $474,761. This represents 0.41% of its overall portfolio holdings.
Number of Shares
39,334
Previous 39,334
-0.0%
Holding current value
$474,761
Previous $523,000
10.33%
% of portfolio
0.41%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding ICLN
# of Institutions
558Shares Held
45.6MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$77.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$39.3 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$32.9 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.9 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$18.2 Million3.66% of portfolio