Wade Financial Advisory, Inc Ishares Tr Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 291,255 shares of INTF stock, worth $8.99 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
291,255
Previous 261,917
11.2%
Holding current value
$8.99 Million
Previous $8.23 Million
1.6%
% of portfolio
2.84%
Previous 2.78%
Shares
21 transactions
Others Institutions Holding INTF
# of Institutions
161Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$263 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$97 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$77.9 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$75.3 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$56.5 Million5.43% of portfolio