Atlantic Edge Private Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 15,382 shares of IVW stock, worth $1.58 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
15,382
Previous 15,280
0.67%
Holding current value
$1.58 Million
Previous $1.41 Billion
4.16%
% of portfolio
0.45%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio