Fiduciary Planning LLC Ishares Tr Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
A detailed history of Fiduciary Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 48,742 shares of IAK stock, worth $6.23 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
48,742
Previous 47,252
3.15%
Holding current value
$6.23 Million
Previous $5.34 Million
17.9%
% of portfolio
2.86%
Previous 2.6%
Shares
5 transactions
Others Institutions Holding IAK
# of Institutions
149Shares Held
3.55MCall Options Held
500Put Options Held
1.1K-
Morgan Stanley New York, NY424KShares$54.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA224KShares$28.7 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA215KShares$27.5 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC190KShares$24.3 Million0.01% of portfolio
-
Spc Financial, Inc.167KShares$21.4 Million1.91% of portfolio