Wealthsource Partners, LLC Ishares Tr Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,303 shares of IYE stock, worth $2.01 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
44,303
Previous 15,291
189.73%
Holding current value
$2.01 Million
Previous $725,000
169.52%
% of portfolio
0.13%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding IYE
# of Institutions
316Shares Held
14.7MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY2MShares$90.9 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$66.1 Million1.37% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$53 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA968KShares$44 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY923KShares$41.9 Million0.01% of portfolio