Atlantic Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 2,623 shares of IVW stock, worth $236,594. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,623
Previous 2,621
0.08%
Holding current value
$236,594
Previous $221,000
9.5%
% of portfolio
0.2%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio