Fusion Family Wealth LLC Ishares Tr Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fusion Family Wealth LLC holds 16,623 shares of IDV stock, worth $495,032. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,623
Previous 16,393
1.4%
Holding current value
$495,032
Previous $459,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$322 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$218 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$197 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio