Wellspring Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Wellspring Financial Advisors, LLC
- $735 Billion
- Q2 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 14,223 shares of IUSV stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,223Holding current value
$1.35 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$438 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio