Certus Wealth Management, LLC Ishares Tr Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 18,905 shares of IFRA stock, worth $882,674. This represents 0.61% of its overall portfolio holdings.
Number of Shares
18,905
Previous 14,252
32.65%
Holding current value
$882,674
Previous $617,000
29.01%
% of portfolio
0.61%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding IFRA
# of Institutions
436Shares Held
42MCall Options Held
36KPut Options Held
100-
Envestnet Asset Management Inc6.91MShares$323 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$90.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$89.2 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$69.4 Million0.01% of portfolio