Accretive Wealth Partners, LLC Ishares Barclays Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,600 shares of IEF stock, worth $337,356. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$337,356
Previous $353,000
5.95%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,094Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.61 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.51 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.46 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.14 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.09 Billion0.29% of portfolio