Comprehensive Financial Planning, Inc./Pa Ishares U S ETF Tr Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 4,959 shares of IETC stock, worth $501,850. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,959
Previous 4,793
3.46%
Holding current value
$501,850
Previous $451 Million
12.21%
% of portfolio
0.35%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding IETC
# of Institutions
137Shares Held
4.08MCall Options Held
20.3KPut Options Held
0-
Vestor Capital, LLC Chicago, IL724KShares$73.3 Million5.49% of portfolio
-
Kozak & Associates, Inc. Highlands Ranch, CO645KShares$65.3 Million12.55% of portfolio
-
Gradient Investments LLC625KShares$63.2 Million1.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$25.6 Million0.01% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.128KShares$13 Million3.2% of portfolio