Worth Financial Advisory Group, LLC Ishares Tr Ishares Morningstar Transaction History
Worth Financial Advisory Group, LLC
- $206 Billion
- Q4 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 11,654 shares of IYLD stock, worth $249,279. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,654Holding current value
$249,279% of portfolio
0.12%Shares
11 transactions
Others Institutions Holding IYLD
# of Institutions
60Shares Held
1.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA76.9KShares$1.64 Million0.03% of portfolio
-
Kestra Advisory Services, LLC59.1KShares$1.27 Million0.01% of portfolio