Wealth Bridge Capital Management, LLC Ishares Morningstar Value ETF Transaction History
Wealth Bridge Capital Management, LLC
- $342 Million
- Q3 2024
A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 3,680 shares of ILCV stock, worth $298,484. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,680
Previous 3,680
-0.0%
Holding current value
$298,484
Previous $280,000
7.86%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$76.3 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$64.2 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$56.3 Million3.0% of portfolio
-
Matrix Trust CO693KShares$56.2 Million10.65% of portfolio
-
Ubs Group Ag500KShares$40.5 Million0.01% of portfolio