Walkner Condon Financial Advisors LLC Ishares Tr Ishares Core Msci P Transaction History
Walkner Condon Financial Advisors LLC
- $612 Million
- Q3 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,772 shares of IPAC stock, worth $357,422. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,772
Previous 4,772
-0.0%
Holding current value
$357,422
Previous $327,000
7.03%
% of portfolio
0.06%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19.1MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc962KShares$72 Million0.15% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio