Henrickson Nauta Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $230 Million
- Q1 2024
A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 7,093 shares of IVE stock, worth $1.34 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
7,093
Previous 6,976
1.68%
Holding current value
$1.34 Million
Previous $1.21 Million
9.23%
% of portfolio
0.58%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.37 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.31 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.27 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.48 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.42 Billion0.34% of portfolio