Wellspring Financial Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History
Wellspring Financial Advisors, LLC
- $1.09 Trillion
- Q3 2025
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 2,737 shares of IPAC stock, worth $205,001. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,737Holding current value
$205,001% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
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Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
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Assetmark, Inc962KShares$72 Million0.15% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
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Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio