Wellington Wealth Strategies, Llc. Ishares Core S&P 500 ETF Transaction History
Wellington Wealth Strategies, Llc.
- $215 Billion
- Q1 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 5,277 shares of IVV stock, worth $2.89 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
5,277Holding current value
$2.89 Million% of portfolio
1.29%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,259Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.8 Billion0.79% of portfolio
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Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
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Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
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Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio