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 $1.4 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
13,173Holding current value
$1.4 Million% of portfolio
1.25%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,872Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.94 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.69 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.67 Billion0.69% of portfolio