Unique Wealth, LLC Ishares Tr Transaction History
Unique Wealth, LLC
- $437 Billion
- Q3 2024
A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 10,897 shares of IDV stock, worth $322,878. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,897
Previous 20,483
46.8%
Holding current value
$322,878
Previous $567 Million
41.88%
% of portfolio
0.08%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding IDV
# of Institutions
462Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$321 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$217 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$196 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio