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 47,724 shares of IXUS stock, worth $3.42 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
47,724
Previous 47,097
1.33%
Holding current value
$3.42 Million
Previous $3.42 Million
7.72%
% of portfolio
0.37%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding IXUS
# of Institutions
856Shares Held
484MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$19 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.45 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.72 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$791 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.6MShares$616 Million6.28% of portfolio