Fonville Wealth Management LLC Ishares Trust Aaa A Rated Corp Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Fonville Wealth Management LLC holds 166,910 shares of QLTA stock, worth $7.84 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
166,910
Previous 144,049
15.87%
Holding current value
$7.84 Million
Previous $7.08 Billion
10.31%
% of portfolio
2.58%
Previous 2.45%
Shares
5 transactions
Others Institutions Holding QLTA
# of Institutions
158Shares Held
18.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC2.42MShares$114 Million3.82% of portfolio
-
Miracle Mile Advisors, LLC1.62MShares$76.2 Million1.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$57 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.14MShares$53.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.04MShares$48.7 Million0.02% of portfolio