Wescott Financial Advisory Group, LLC Ishares Tr Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 12,534 shares of INTF stock, worth $395,573. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,534
Previous 12,310
1.82%
Holding current value
$395,573
Previous $386,000
6.99%
% of portfolio
0.04%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding INTF
# of Institutions
161Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$268 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$99.2 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$79.6 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$76.9 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$57.8 Million5.43% of portfolio