Aj Wealth Strategies, LLC Ishares Tr Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 112,044 shares of IDV stock, worth $3.95 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
112,044
Previous 112,044
-0.0%
Holding current value
$3.95 Million
Previous $3.08 Million
4.22%
% of portfolio
0.14%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
532Shares Held
80.7MCall Options Held
40.6KPut Options Held
53.6K-
Bank Of America Corp Charlotte, NC10.7MShares$378 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.96MShares$246 Million0.02% of portfolio
-
Envestnet Asset Management Inc4.76MShares$168 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.9MShares$138 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$95 Million0.02% of portfolio