Walkner Condon Financial Advisors LLC Ishares Tr Ishares Core Msci P Transaction History
Walkner Condon Financial Advisors LLC
- $529 Million
- Q2 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,772 shares of IPAC stock, worth $351,600. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,772
Previous 4,729
0.91%
Holding current value
$351,600
Previous $294,000
11.22%
% of portfolio
0.06%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding IPAC
# of Institutions
166Shares Held
18.4MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$502 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY1.13MShares$83.3 Million0.01% of portfolio
-
Assetmark, Inc989KShares$72.9 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA966KShares$71.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY882KShares$65 Million0.0% of portfolio