Latko Wealth Management, Ltd. Ishares Core S&P 500 ETF Transaction History
Latko Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 75,052 shares of IVV stock, worth $44.6 Million. This represents 26.19% of its overall portfolio holdings.
Number of Shares
75,052
Previous 74,369
0.92%
Holding current value
$44.6 Million
Previous $42.9 Million
2.99%
% of portfolio
26.19%
Previous 26.01%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.9 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14 Billion17.72% of portfolio