Wells Financial Advisors Inc Ishares Tr Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 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 $88,872. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$88,872
Previous $90,000
1.11%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
152Shares Held
31.4MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.15MShares$45.5 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$41.2 Million0.0% of portfolio
-
Ubs Group Ag1.83MShares$38.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.51MShares$32 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC1.41MShares$29.9 Million0.61% of portfolio