Fingerlakes Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Fingerlakes Wealth Management, Inc.
- $123 Million
- Q4 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,289 shares of IUSV stock, worth $210,519. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,289
Previous 2,275
0.62%
Holding current value
$210,519
Previous $217,000
2.3%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.59 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.27 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$851 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$428 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$406 Million0.14% of portfolio