Atlantic Private Wealth, LLC Ishares Tr Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 6,070 shares of IDV stock, worth $180,764. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,070
Previous 6,070
-0.0%
Holding current value
$180,764
Previous $170,000
1.76%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$322 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$218 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$197 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio