Jim Saulnier & Associates, LLC Ishares Morningstar Value ETF Transaction History
Jim Saulnier & Associates, LLC
- $102 Billion
- Q3 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 31,611 shares of ILCV stock, worth $2.56 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
31,611Holding current value
$2.56 Million% of portfolio
2.54%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$76.3 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$64.2 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$56.3 Million3.0% of portfolio
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Matrix Trust CO693KShares$56.2 Million10.65% of portfolio
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Ubs Group Ag500KShares$40.5 Million0.01% of portfolio