Tcfg Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 2,252 shares of IUSV stock, worth $206,035. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,252Holding current value
$206,035% of portfolio
0.1%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
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$847 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$404 Million0.14% of portfolio