Laurel Wealth Planning LLC Ishares Tr Transaction History
Laurel Wealth Planning LLC
- $153 Million
- Q3 2024
A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 199,540 shares of IFRA stock, worth $9.04 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
199,540
Previous 207,332
3.76%
Holding current value
$9.04 Million
Previous $8.73 Million
7.32%
% of portfolio
6.12%
Previous 6.08%
Shares
12 transactions
Others Institutions Holding IFRA
# of Institutions
451Shares Held
44.4MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$327 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$244 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$98.2 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$91.5 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$69 Million0.01% of portfolio