Fingerlakes Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 3,133 shares of IVV stock, worth $1.86 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
3,133
Previous 3,176
1.35%
Holding current value
$1.86 Million
Previous $1.74 Million
3.97%
% of portfolio
1.51%
Previous 1.57%
Shares
12 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio