Archetype Wealth Partners Ishares Tr Transaction History
Archetype Wealth Partners
- $690 Million
- Q3 2024
A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 33,122 shares of IDV stock, worth $934,371. This represents 0.15% of its overall portfolio holdings.
Number of Shares
33,122
Previous 33,659
1.6%
Holding current value
$934,371
Previous $931,000
7.52%
% of portfolio
0.15%
Previous 0.15%
Shares
24 transactions
Others Institutions Holding IDV
# of Institutions
479Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$304 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$193 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75 Million0.02% of portfolio