Wealth Preservation Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 2,489 shares of IJJ stock, worth $307,565. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,489Holding current value
$307,565% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
903Shares Held
43.4MCall Options Held
100Put Options Held
216-
Morgan Stanley New York, NY4.14MShares$511 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.72MShares$460 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.37MShares$293 Million0.02% of portfolio
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Ubs Group Ag2.09MShares$259 Million0.05% of portfolio
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Envestnet Asset Management Inc1.98MShares$245 Million0.08% of portfolio