Avantra Family Wealth, Inc. Ishares S&P 500 Value ETF Transaction History
Avantra Family Wealth, Inc.
- $107 Billion
- Q4 2024
A detailed history of Avantra Family Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 3,227 shares of IVE stock, worth $632,976. This represents 0.58% of its overall portfolio holdings.
Number of Shares
3,227Holding current value
$632,976% of portfolio
0.58%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,560Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio