Fusion Family Wealth LLC Ishares Tr Transaction History
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 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 17,123 shares of IDV stock, worth $482,354. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,123
Previous 16,623
3.01%
Holding current value
$482,354
Previous $459,000
12.64%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$303 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$193 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$74.9 Million0.02% of portfolio