Simplicity Wealth,Llc Ishares Tr Us Broker Dealers & Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,604 shares of IAI stock, worth $405,364. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,604
Previous 2,520
3.33%
Holding current value
$405,364
Previous $294,000
13.61%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IAI
# of Institutions
166Shares Held
9.08MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$195 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$183 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$137 Million0.07% of portfolio
-
Truist Financial Corp783KShares$122 Million0.16% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa779KShares$121 Million0.04% of portfolio