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 $631,104. This represents 0.58% of its overall portfolio holdings.
Number of Shares
3,227Holding current value
$631,104% of portfolio
0.58%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,665Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.3 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.63 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.54 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.59 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.49MShares$1.27 Billion0.29% of portfolio