Discipline Wealth Solutions, LLC Ishares Core S&P 500 ETF Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 383 shares of IVV stock, worth $225,364. This represents 0.17% of its overall portfolio holdings.
Number of Shares
383Holding current value
$225,364% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,442Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.4 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.2 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$14.8 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$14.7 Billion1.06% of portfolio