Latko Wealth Management, Ltd. Ishares Core S&P Sm Cap ETF Transaction History
Latko Wealth Management, Ltd.
- $165 Million
- Q3 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 48,962 shares of IJR stock, worth $5.65 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
48,962Holding current value
$5.65 Million% of portfolio
3.47%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,571Shares Held
499MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.19 Billion3.79% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.58 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.15 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.05 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.86 Billion0.44% of portfolio