Alterna Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 32,882 shares of IVW stock, worth $3.31 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
32,882
Previous 28,136
16.87%
Holding current value
$3.31 Million
Previous $2.69 Million
23.9%
% of portfolio
2.89%
Previous 2.5%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,005Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.6 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.51 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.87 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.8 Billion0.77% of portfolio