Wealth Preservation Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 4,493 shares of IVW stock, worth $425,262. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,493Holding current value
$425,262% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,019Shares Held
427MCall Options Held
231KPut Options Held
158K-
Envestnet Asset Management Inc48.1MShares$4.55 Billion1.49% of portfolio
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Jpmorgan Chase & CO New York, NY43.8MShares$4.15 Billion0.32% of portfolio
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Morgan Stanley New York, NY32.9MShares$3.12 Billion0.22% of portfolio
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Lpl Financial LLC Fort Mill, SC18.9MShares$1.79 Billion0.71% of portfolio
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Bank Of America Corp Charlotte, NC18.8MShares$1.78 Billion0.14% of portfolio