Curated Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History
Curated Wealth Partners LLC
- $703 Million
- Q2 2024
A detailed history of Curated Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 10,938 shares of IVV stock, worth $6.04 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
10,938
Previous 9,476
15.43%
Holding current value
$6.04 Million
Previous $4.98 Million
20.16%
% of portfolio
0.85%
Previous 0.74%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,244Shares Held
623MCall Options Held
794KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio