Michael A. Dubis Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 1,137 shares of IVV stock, worth $689,363. This represents 0.65% of its overall portfolio holdings.
Number of Shares
1,137Holding current value
$689,363% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,705Shares Held
726MCall Options Held
1.47MPut Options Held
1.17M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
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Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$18.5 Billion15.25% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio