Centricity Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 7,294 shares of IVV stock, worth $4.41 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
7,294Holding current value
$4.41 Million% of portfolio
4.01%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,569Shares Held
696MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
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Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
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Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio