Wetzel Investment Advisors, Inc. Ishares Tr Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 130,730 shares of IDV stock, worth $3.87 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
130,730
Previous 130,547
0.14%
Holding current value
$3.87 Million
Previous $3.66 Million
1.17%
% of portfolio
2.08%
Previous 2.08%
Shares
3 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