Fusion Family Wealth LLC Ishares Tr Transaction History
Fusion Family Wealth LLC
- $1.18 Billion
- Q2 2025
A detailed history of Fusion Family Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fusion Family Wealth LLC holds 17,498 shares of IDV stock, worth $633,252. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,498
Previous 17,498
-0.0%
Holding current value
$633,252
Previous $542,000
11.25%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IDV
# of Institutions
544Shares Held
81.7MCall Options Held
40.6KPut Options Held
53.6K-
Bank Of America Corp Charlotte, NC10.7MShares$388 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.96MShares$252 Million0.02% of portfolio
-
Envestnet Asset Management Inc4.79MShares$174 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.9MShares$141 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$97.4 Million0.02% of portfolio