Brandywine Oak Private Wealth LLC Ishares Tr Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q4 2024
A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 28,786 shares of IDV stock, worth $840,263. This represents 0.08% of its overall portfolio holdings.
Number of Shares
28,786
Previous 29,357
1.95%
Holding current value
$840,263
Previous $887,000
11.16%
% of portfolio
0.08%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding IDV
# of Institutions
489Shares Held
79.6MCall Options Held
92.6KPut Options Held
9.7K-
Bank Of America Corp Charlotte, NC10.6MShares$309 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$112 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$79 Million0.01% of portfolio