Centerline Wealth Advisors, LLC Ishares Tr Transaction History
Centerline Wealth Advisors, LLC
- $276 Billion
- Q4 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 50,796 shares of IYG stock, worth $4.46 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
50,796Holding current value
$4.46 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding IYG
# of Institutions
297Shares Held
15MCall Options Held
4.9KPut Options Held
10.2K-
River Front Investment Group, LLC Richmond, VA1.44MShares$126 Million2.36% of portfolio
-
Envestnet Asset Management Inc1.32MShares$116 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.08MShares$94.4 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY1.05MShares$92.3 Million0.01% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN576KShares$50.6 Million0.97% of portfolio