Alteri Wealth LLC Ishares Tr Transaction History
Alteri Wealth LLC
- $258 Billion
- Q2 2025
A detailed history of Alteri Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Alteri Wealth LLC holds 30,993 shares of IDV stock, worth $1.13 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
30,993
Previous 17,578
76.32%
Holding current value
$1.13 Million
Previous $545 Million
96.15%
% of portfolio
0.41%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
572Shares Held
97.7MCall Options Held
23.6KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC12.4MShares$453 Million0.03% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL8.45MShares$308 Million0.41% of portfolio
-
Morgan Stanley New York, NY7.02MShares$256 Million0.02% of portfolio
-
Envestnet Asset Management Inc4.79MShares$175 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$144 Million0.04% of portfolio