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 277 shares of IFRA stock, worth $13,215. This represents 0.02% of its overall portfolio holdings.
Number of Shares
277
Previous 2,130
87.0%
Holding current value
$13,215
Previous $89,000
85.39%
% of portfolio
0.02%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IFRA
# of Institutions
449Shares Held
44.5MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$345 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$257 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$103 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$96.3 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$72.6 Million0.01% of portfolio