Sea Crest Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 11,137 shares of ILCB stock, worth $810,550. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,137
Previous 11,574
3.78%
Holding current value
$810,550
Previous $939,000
8.95%
% of portfolio
0.1%
Previous 0.1%
Shares
29 transactions
Others Institutions Holding ILCB
# of Institutions
195Shares Held
7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$91.8 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$36.8 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$36.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$36 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$29.5 Million0.01% of portfolio