Capital Advisors Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Capital Advisors Wealth Management, LLC
- $481 Million
- Q1 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 59,001 shares of IVV stock, worth $32.9 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
59,001
Previous 57,469
2.67%
Holding current value
$32.9 Million
Previous $27.4 Million
13.01%
% of portfolio
6.45%
Previous 6.23%
Shares
13 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio