Laurel Wealth Planning LLC Ishares Tr Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 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 195,173 shares of IFRA stock, worth $9.35 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
195,173
Previous 199,540
2.19%
Holding current value
$9.35 Million
Previous $9.37 Million
3.6%
% of portfolio
5.83%
Previous 6.12%
Shares
13 transactions
Others Institutions Holding IFRA
# of Institutions
469Shares Held
46MCall Options Held
400Put Options Held
200-
Envestnet Asset Management Inc7.22MShares$346 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$258 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$136 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.02MShares$96.7 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$76.8 Million0.01% of portfolio