Brass Tax Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 13,641 shares of IVW stock, worth $1.35 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
13,641
Previous 13,641
-0.0%
Holding current value
$1.35 Million
Previous $1.26 Billion
99.9%
% of portfolio
0.52%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,008Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.53 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.44 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.23 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.84 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.78 Billion0.77% of portfolio