Sterling Wealth Advisors Inc Ishares Tr Transaction History
Sterling Wealth Advisors Inc
- $127 Billion
- Q4 2024
A detailed history of Sterling Wealth Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 142,891 shares of IDV stock, worth $4.05 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
142,891Holding current value
$4.05 Million% of portfolio
3.07%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
477Shares Held
77MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$305 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$153 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.76MShares$107 Million0.03% of portfolio
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Ubs Group Ag2.66MShares$75.5 Million0.02% of portfolio