Foundation Wealth Management, Llc\Pa Ishares S&P 500 Value ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 3,114 shares of IVE stock, worth $609,036. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,114Holding current value
$609,036% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,621Shares Held
142MCall Options Held
83.1KPut Options Held
28K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.3 Billion0.26% of portfolio
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Envestnet Asset Management Inc12.9MShares$2.53 Billion0.84% of portfolio
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Morgan Stanley New York, NY12.5MShares$2.45 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC7.95MShares$1.55 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio