Artemis Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Artemis Wealth Advisors, LLC
- $549 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.73 Billion1.19% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.55 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.76 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.72 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio