Wealth Management Partners, LLC Ishares Tr Transaction History
Wealth Management Partners, LLC
- $203 Million
- Q2 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 7,540 shares of IYF stock, worth $780,390. This represents 0.35% of its overall portfolio holdings.
Number of Shares
7,540
Previous 7,495
0.6%
Holding current value
$780,390
Previous $716,000
0.42%
% of portfolio
0.35%
Previous 0.37%
Shares
12 transactions
Others Institutions Holding IYF
# of Institutions
387Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$213 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$170 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$129 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$124 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$69.9 Million0.01% of portfolio