Cfm Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History
Cfm Wealth Partners LLC
- $541 Million
- Q2 2024
A detailed history of Cfm Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 1,132 shares of IVV stock, worth $639,636. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,132
Previous 1,132
-0.0%
Holding current value
$639,636
Previous $595,000
4.03%
% of portfolio
0.11%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding IVV
# of Institutions
3,323Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio