Wells Financial Advisors Inc Ishares Tr Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Wells Financial Advisors Inc holds 4,200 shares of IBDV stock, worth $89,502. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$89,502
Previous $89,000
4.49%
% of portfolio
0.13%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
195Shares Held
49.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$91.7 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$73.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.62MShares$55.9 Million1.21% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.5 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$49.6 Million1.06% of portfolio