Wr Wealth Planners, LLC Ishares Core S&P U.S. Value Et Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 67 shares of IUSV stock, worth $6,370. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 66
1.52%
Holding current value
$6,370
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
704Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$467 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio