Watershed Private Wealth LLC Ishares Tr Transaction History
Watershed Private Wealth LLC
- $256 Billion
- Q4 2024
A detailed history of Watershed Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Watershed Private Wealth LLC holds 42,751 shares of IFRA stock, worth $2.02 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
42,751
Previous 45,434
5.91%
Holding current value
$2.02 Million
Previous $2.13 Billion
7.27%
% of portfolio
0.77%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
465Shares Held
44.9MCall Options Held
400Put Options Held
200-
Envestnet Asset Management Inc7.22MShares$341 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$254 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$102 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$95.3 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.56MShares$73.6 Million3.26% of portfolio