Argonautica Private Wealth Management, Inc Ishares Tr Transaction History

Argonautica Private Wealth Management, Inc

$302 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	BUY	$25.86 - $28.52 $31,523 - $34,765	1,219 Added 3.65%	34,595 $911 Million
Q1 2023 May 03, 2023	BUY	$26.54 - $29.5 $149,260 - $165,908	5,624 Added 20.27%	33,376 $918 Million
Q4 2022 Feb 09, 2023	BUY	$22.26 - $27.56 $617,759 - $764,845	27,752 New	27,752 $754 Million

Others Institutions Holding IDV

# of Institutions

467

Shares Held

75.8M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$308 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$189 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$153 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$104 Million
0.03% of portfolio
Ubs Group Ag

2.88M
Shares

$82.1 Million
0.02% of portfolio

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