Tyler Stone Wealth Management Ishares Morningstar U.S. Equit Transaction History
Tyler Stone Wealth Management
- $535 Million
- Q4 2024
A detailed history of Tyler Stone Wealth Management transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Tyler Stone Wealth Management holds 8,384 shares of ILCB stock, worth $654,203. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,384
Previous 8,178
2.52%
Holding current value
$654,203
Previous $647,000
5.1%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding ILCB
# of Institutions
193Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$98.4 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$39.5 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$39 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$38.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$31.7 Million0.01% of portfolio