Clientfirst Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Clientfirst Wealth Management, LLC
- $98.1 Million
- Q4 2024
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 2,472 shares of IVW stock, worth $229,278. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,472Holding current value
$229,278% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.24 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.16 Billion0.37% of portfolio
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Morgan Stanley New York, NY32.6MShares$3.03 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio