Wells Financial Advisors Inc Ishares Tr Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Wells Financial Advisors Inc holds 4,200 shares of IBDV stock, worth $90,216. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$90,216
Previous $89,000
4.49%
% of portfolio
0.13%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
194Shares Held
49.6MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$92.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$74.4 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.62MShares$56.3 Million1.21% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.9 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$50 Million1.06% of portfolio