Independent Solutions Wealth Management, LLC Ishares Tr Transaction History
Independent Solutions Wealth Management, LLC
- $442 Billion
- Q3 2024
A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 119,281 shares of GVI stock, worth $12.4 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
119,281
Previous 121,099
1.5%
Holding current value
$12.4 Million
Previous $12.6 Billion
1.7%
% of portfolio
2.89%
Previous 2.88%
Shares
20 transactions
Others Institutions Holding GVI
# of Institutions
289Shares Held
28.3MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO1.97MShares$205 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.93MShares$201 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$170 Million0.01% of portfolio
-
Eastern Bank1.24MShares$129 Million2.43% of portfolio
-
Strategic Financial Services, Inc, Utica, NY1.22MShares$127 Million7.79% of portfolio