Elmwood Wealth Management, Inc. Ishares Transaction History
Elmwood Wealth Management, Inc.
- $222 Million
- Q3 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 209,880 shares of ICLN stock, worth $2.74 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
209,880
Previous 205,482
2.14%
Holding current value
$2.74 Million
Previous $2.74 Million
12.64%
% of portfolio
1.39%
Previous 1.33%
Shares
19 transactions
Others Institutions Holding ICLN
# of Institutions
556Shares Held
47.8MCall Options Held
3.09MPut Options Held
3M-
Bank Of America Corp Charlotte, NC6.35MShares$83 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.65MShares$47.6 Million0.0% of portfolio
-
Ubs Group Ag2.75MShares$35.9 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY2.26MShares$29.5 Million0.03% of portfolio
-
Total Wealth Planning, LLC1.51MShares$19.7 Million3.66% of portfolio