Wealth Management Partners, LLC Ishares Core S&P U.S. Value Et Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealth Management Partners, LLC holds 39,585 shares of IUSV stock, worth $3.78 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
39,585
Previous 42,616
7.11%
Holding current value
$3.78 Million
Previous $4.07 Million
9.9%
% of portfolio
1.6%
Previous 1.91%
Shares
17 transactions
Others Institutions Holding IUSV
# of Institutions
775Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.84 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$884 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$445 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio