Primoris Wealth Advisors, LLC Ishares Tr Transaction History
Primoris Wealth Advisors, LLC
- $128 Million
- Q4 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 5,500 shares of IHF stock, worth $282,315. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,500
Previous 5,500
-0.0%
Holding current value
$282,315
Previous $314,000
16.24%
% of portfolio
0.21%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IHF
# of Institutions
222Shares Held
5.66MCall Options Held
10.6KPut Options Held
2.5K-
Morgan Stanley New York, NY840KShares$43.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC386KShares$19.8 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA335KShares$17.2 Million0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC293KShares$15 Million0.01% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR229KShares$11.8 Million0.23% of portfolio