Wr Wealth Planners, LLC Ishares Barclays Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 48 shares of IEF stock, worth $4,512. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48
Previous 48
-0.0%
Holding current value
$4,512
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,024Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Jpmorgan Chase & CO New York, NY27.8MShares$2.61 Billion0.22% of portfolio
-
Morgan Stanley New York, NY20.4MShares$1.92 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.91 Billion0.83% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.2 Billion0.41% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio