Executive Wealth Management, LLC Ishares Tr Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 126,299 shares of IBDV stock, worth $2.69 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
126,299
Previous 126,299
-0.0%
Holding current value
$2.69 Million
Previous $2.8 Million
-0.0%
% of portfolio
0.24%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding IBDV
# of Institutions
195Shares Held
49.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$91.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$73.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.62MShares$56 Million1.21% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.5 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$49.6 Million1.06% of portfolio