Wellspring Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Wellspring Financial Advisors, LLC
- $735 Billion
- Q2 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 14,223 shares of IUSV stock, worth $1.34 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,223Holding current value
$1.34 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
705Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$5.97 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
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Morgan Stanley New York, NY8.58MShares$809 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$464 Million5.88% of portfolio
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Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio