Verity Wealth Advisors Ishares Transaction History
Verity Wealth Advisors
- $148 Million
- Q2 2025
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 $538,482. This represents 0.35% of its overall portfolio holdings.
Number of Shares
39,334
Previous 39,334
-0.0%
Holding current value
$538,482
Previous $449,000
14.7%
% of portfolio
0.35%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding ICLN
# of Institutions
471Shares Held
36.1MCall Options Held
2.32MPut Options Held
2.44M-
Bank Of America Corp Charlotte, NC4.33MShares$59.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.65MShares$36.3 Million0.0% of portfolio
-
Criteria Caixa, S.A.U. Barcelona, U31.83MShares$25 Million3.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.32MShares$18.1 Million0.03% of portfolio
-
Ubs Group Ag1.25MShares$17.2 Million0.0% of portfolio