Financial Synergies Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,671 shares of IVW stock, worth $377,231. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,671
Previous 3,230
13.65%
Holding current value
$377,231
Previous $299 Million
17.57%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio