Wr Wealth Planners, LLC Ishares Core S&P U.S. Value Et Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 67 shares of IUSV stock, worth $6,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 66
1.52%
Holding current value
$6,425
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
739Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.29 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.28 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$828 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.75MShares$455 Million5.39% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$413 Million7.92% of portfolio