Dynamic Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 67 shares of IVV stock, worth $40,701. This represents 0.03% of its overall portfolio holdings.
Number of Shares
67
Previous 67
-0.0%
Holding current value
$40,701
Previous $37,000
5.41%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,561Shares Held
695MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio