Capital Advisors Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,512 shares of IVW stock, worth $236,404. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,512Holding current value
$236,404% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,019Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.3 Billion1.54% of portfolio
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Jpmorgan Chase & CO New York, NY44.9MShares$4.22 Billion0.37% of portfolio
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Morgan Stanley New York, NY32.6MShares$3.07 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.75 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.69 Billion0.77% of portfolio