Northeast Planning Associates, Inc. / Nh / Ishares Core S&P U.S. Value Et Transaction History
Northeast Planning Associates, Inc. / Nh /
- $96.6 Billion
- Q4 2024
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 2,728 shares of IUSV stock, worth $252,012. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,728Holding current value
$252,012% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.61 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.28 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$855 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$430 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$407 Million0.14% of portfolio