Total Wealth Planning & Management, Inc. Ishares Tr Us Broker Dealers & Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 2,050 shares of IAI stock, worth $313,178. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,050Holding current value
$313,178% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
195Shares Held
10.5MCall Options Held
26.7KPut Options Held
7.1K-
Envestnet Asset Management Inc1.2MShares$183 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.14MShares$174 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$134 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL872KShares$133 Million0.05% of portfolio
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Janney Montgomery Scott LLC765KShares$117 Million0.31% of portfolio