Atlantic Edge Private Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 15,922 shares of IVV stock, worth $9.46 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
15,922
Previous 14,906
6.82%
Holding current value
$9.46 Million
Previous $8.6 Billion
9.02%
% of portfolio
2.9%
Previous 2.62%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.9 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14 Billion17.72% of portfolio