Wr Wealth Planners, LLC Ishares Core S&P U.S. Value Et Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 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 $6,788. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 67
-0.0%
Holding current value
$6,788
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio