Atlantic Private Wealth, LLC Ishares Tr Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 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 $164,861. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,070
Previous 6,070
-0.0%
Holding current value
$164,861
Previous $167,000
9.58%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$292 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$186 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$146 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$102 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$72.3 Million0.02% of portfolio