High Point Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
High Point Wealth Management, LLC
- $107 Billion
- Q4 2025
A detailed history of High Point Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, High Point Wealth Management, LLC holds 2,000 shares of ILCB stock, worth $186,260. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,000Holding current value
$186,260% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
198Shares Held
5.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$50.4 Million0.0% of portfolio
-
Exchange Traded Concepts, LLC520KShares$48.4 Million0.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN515KShares$47.9 Million0.01% of portfolio
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Equitable Holdings, Inc. New York, NY383KShares$35.7 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ249KShares$23.2 Million0.03% of portfolio