Ridgecrest Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History
Ridgecrest Wealth Partners, LLC
- $183 Million
- Q4 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 3,700 shares of IUSV stock, worth $338,513. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,700
-0.0%
Holding current value
$338,513
Previous $353,000
3.12%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$847 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$404 Million0.14% of portfolio