Wr Wealth Planners, LLC Ishares Core S&P U.S. Value Et Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 66 shares of IUSV stock, worth $6,250. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66
Previous 66
-0.0%
Holding current value
$6,250
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
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$5.99 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$812 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$436 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$404 Million7.67% of portfolio