Endowment Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Endowment Wealth Management, Inc.
- $125 Million
- Q2 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 24,540 shares of IUSV stock, worth $2.33 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
24,540
Previous 20,656
18.8%
Holding current value
$2.33 Million
Previous $1.87 Million
15.74%
% of portfolio
1.73%
Previous 1.55%
Shares
11 transactions
Others Institutions Holding IUSV
# of Institutions
700Shares Held
158MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$467 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio