Wealth Trak Capital Management LLC Ishares S&P 500 Value ETF Transaction History
Wealth Trak Capital Management LLC
- $118 Billion
- Q4 2024
A detailed history of Wealth Trak Capital Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 4,033 shares of IVE stock, worth $788,774. This represents 0.65% of its overall portfolio holdings.
Number of Shares
4,033Holding current value
$788,774% of portfolio
0.65%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 Inc13.4MShares$2.63 Billion0.85% 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, CA6.49MShares$1.27 Billion0.29% of portfolio