Endowment Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 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 28,607 shares of IUSV stock, worth $2.69 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
28,607
Previous 24,540
16.57%
Holding current value
$2.69 Million
Previous $2.16 Million
26.32%
% of portfolio
1.99%
Previous 1.73%
Shares
12 transactions
Others Institutions Holding IUSV
# of Institutions
728Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.16 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.25 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$812 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$462 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$405 Million7.92% of portfolio