9258 Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,078 shares of IAI stock, worth $434,952. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,078
Previous 3,236
4.88%
Holding current value
$434,952
Previous $378,000
4.5%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IAI
# of Institutions
160Shares Held
9.01MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$177 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$166 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$124 Million0.07% of portfolio
-
Janney Montgomery Scott LLC822KShares$116 Million0.29% of portfolio
-
Truist Financial Corp783KShares$111 Million0.16% of portfolio