Potentia Wealth Ishares Core S&P U.S. Value Et Transaction History
Potentia Wealth
- $225 Billion
- Q4 2024
A detailed history of Potentia Wealth transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Potentia Wealth holds 12,173 shares of IUSV stock, worth $1.16 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
12,173Holding current value
$1.16 Million% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
750Shares Held
168MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.24 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
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Morgan Stanley New York, NY8.63MShares$822 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$443 Million5.6% of portfolio
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Jones Financial Companies Lllp4.31MShares$410 Million0.38% of portfolio