C2 C Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
C2 C Wealth Management, LLC
- $102 Million
- Q2 2024
A detailed history of C2 C Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, C2 C Wealth Management, LLC holds 3,326 shares of IVE stock, worth $641,651. This represents 0.59% of its overall portfolio holdings.
Number of Shares
3,326
Previous 3,326
-0.0%
Holding current value
$641,651
Previous $621,000
2.58%
% of portfolio
0.59%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio