Lmg Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History
Lmg Wealth Partners, LLC
- $401 Billion
- Q2 2024
A detailed history of Lmg Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 45,039 shares of IVE stock, worth $8.83 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
45,039
Previous 44,654
0.86%
Holding current value
$8.83 Million
Previous $8.34 Billion
1.73%
% of portfolio
2.04%
Previous 2.1%
Shares
7 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio