Alterna Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History
Alterna Wealth Management, Inc
- $112 Million
- Q2 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 32,868 shares of IVW stock, worth $3.11 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
32,868
Previous 34,174
3.82%
Holding current value
$3.11 Million
Previous $2.89 Million
5.41%
% of portfolio
2.72%
Previous 2.84%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,756Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.64 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.16 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio