Financial Perspectives, Inc Ishares Morningstar U.S. Equit Transaction History
Financial Perspectives, Inc
- $292 Billion
- Q1 2025
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 272 shares of ILCB stock, worth $19,796. This represents 0.01% of its overall portfolio holdings.
Number of Shares
272
Previous 271
0.37%
Holding current value
$19,796
Previous $22 Million
4.51%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding ILCB
# of Institutions
195Shares Held
7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$91.8 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$36.8 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$36.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$36 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$29.5 Million0.01% of portfolio