Avantra Family Wealth, Inc. Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 13,173 shares of IVW stock, worth $1.36 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
13,173Holding current value
$1.36 Million% of portfolio
1.25%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,000Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.73 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.64 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.38 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.92 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.86 Billion0.77% of portfolio