Lakeshore Financial Planning, Inc. Ishares S&P 500 Growth ETF Transaction History
Lakeshore Financial Planning, Inc.
- $227 Billion
- Q3 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 8,166 shares of IVW stock, worth $812,598. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,166Holding current value
$812,598% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio