Wealth Forward, LLC Ishares Morningstar U.S. Equit Transaction History
Wealth Forward, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Forward, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Wealth Forward, LLC holds 97,108 shares of ILCB stock, worth $8.95 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
97,108Holding current value
$8.95 Million% of portfolio
5.21%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
194Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY526KShares$48.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN494KShares$45.6 Million0.01% of portfolio
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Exchange Traded Concepts, LLC471KShares$43.4 Million0.42% of portfolio
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Equitable Holdings, Inc. New York, NY384KShares$35.4 Million0.29% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ269KShares$24.8 Million0.04% of portfolio