Financial Perspectives, Inc Ishares Morningstar U.S. Equit Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Financial Perspectives, Inc holds 271 shares of ILCB stock, worth $20,823. This represents 0.01% of its overall portfolio holdings.
Number of Shares
271
Previous 270
0.37%
Holding current value
$20,823
Previous $21.4 Million
2.77%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding ILCB
# of Institutions
193Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$96.9 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$38.9 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$38.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$38 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$31.2 Million0.01% of portfolio