Daymark Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 3,485 shares of IJR stock, worth $397,011. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,485
Previous 3,472
0.37%
Holding current value
$397,011
Previous $370,000
10.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.98 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.47 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.95 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.81 Billion0.42% of portfolio