Fusion Family Wealth LLC Ishares Tr Transaction History
Fusion Family Wealth LLC
- $1.09 Billion
- Q4 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 $539,888. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,123
Previous 17,123
-0.0%
Holding current value
$539,888
Previous $517,000
9.48%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
496Shares Held
79.9MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$334 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$208 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$170 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$121 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$85.3 Million0.01% of portfolio