Archetype Wealth Partners Ishares Tr Transaction History
Archetype Wealth Partners
- $618 Million
- Q2 2024
A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 33,659 shares of IDV stock, worth $959,954. This represents 0.15% of its overall portfolio holdings.
Number of Shares
33,659
Previous 52,946
36.43%
Holding current value
$959,954
Previous $1.49 Million
37.31%
% of portfolio
0.15%
Previous 0.25%
Shares
23 transactions
Others Institutions Holding IDV
# of Institutions
464Shares Held
75.8MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$309 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.62MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.38MShares$153 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$104 Million0.03% of portfolio
-
Ubs Group Ag2.88MShares$82.2 Million0.02% of portfolio