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 $828,173. This represents 0.08% of its overall portfolio holdings.
Number of Shares
28,786
Previous 29,357
1.95%
Holding current value
$828,173
Previous $887,000
11.16%
% of portfolio
0.08%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding IDV
# of Institutions
484Shares Held
78.3MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$310 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$197 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$155 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$108 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$76.5 Million0.02% of portfolio