Avantax Planning Partners, Inc. Ishares S&P 500 Growth ETF Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 152,993 shares of IVW stock, worth $14.9 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
152,993
Previous 157,233
2.7%
Holding current value
$14.9 Million
Previous $13.3 Million
6.64%
% of portfolio
0.46%
Previous 0.43%
Shares
28 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio