Certus Wealth Management, LLC Ishares Tr Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 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 18,765 shares of IFRA stock, worth $845,363. This represents 0.6% of its overall portfolio holdings.
Number of Shares
18,765
Previous 19,536
3.95%
Holding current value
$845,363
Previous $917,000
5.34%
% of portfolio
0.6%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding IFRA
# of Institutions
487Shares Held
52.4MCall Options Held
1KPut Options Held
100-
Bank Of America Corp Charlotte, NC10MShares$451 Million0.04% of portfolio
-
Envestnet Asset Management Inc7.43MShares$335 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$128 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.26MShares$102 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$72.2 Million0.01% of portfolio