Wealth Advisory Solutions, LLC Ishares Tr Transaction History
Wealth Advisory Solutions, LLC
- $369 Million
- Q2 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 72,151 shares of IDV stock, worth $2.16 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
72,151
Previous 68,014
6.08%
Holding current value
$2.16 Million
Previous $1.91 Million
4.67%
% of portfolio
0.54%
Previous 0.5%
Shares
16 transactions
Others Institutions Holding IDV
# of Institutions
462Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$323 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$219 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$198 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$109 Million0.03% of portfolio