Worth Financial Advisory Group, LLC Ishares Tr Ishares Morningstar Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 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 14,001 shares of IYLD stock, worth $279,039. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,001
Previous 14,844
5.68%
Holding current value
$279,039
Previous $289 Million
2.77%
% of portfolio
0.18%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding IYLD
# of Institutions
59Shares Held
1.74MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A6300KShares$5.98 Million0.0% of portfolio
-
Kestra Advisory Services, LLC237KShares$4.73 Million0.03% of portfolio
-
Morgan Stanley New York, NY188KShares$3.75 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC151KShares$3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC83.8KShares$1.67 Million0.0% of portfolio