Altium Wealth Management LLC Ishares Barclays Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Altium Wealth Management LLC holds 4,067 shares of IEF stock, worth $384,290. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,067
Previous 4,319
5.83%
Holding current value
$384,290
Previous $464,000
10.34%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding IEF
# of Institutions
979Shares Held
222MCall Options Held
18.1MPut Options Held
15M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.85 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.42 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.17 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$968 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$903 Million0.63% of portfolio