Wescott Financial Advisory Group, LLC Ishares Tr Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 540,610 shares of IEFA stock, worth $40.9 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
540,610
Previous 539,902
0.13%
Holding current value
$40.9 Million
Previous $42.1 Million
9.84%
% of portfolio
4.41%
Previous 5.12%
Shares
17 transactions
Others Institutions Holding IEFA
# of Institutions
2,145Shares Held
1.52BCall Options Held
86.4KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC192MShares$14.5 Billion1.15% of portfolio
-
Morgan Stanley New York, NY98MShares$7.42 Billion0.5% of portfolio
-
Jones Financial Companies Lllp88.6MShares$6.7 Billion5.94% of portfolio
-
Wells Fargo & Company San Francisco, CA65.7MShares$4.98 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.46 Billion14.41% of portfolio