Montis Financial, LLC Ishares Core S&P 500 ETF Transaction History
Montis Financial, LLC
- $210 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,250Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.3 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.9 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.5 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
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Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio