Montz Harcus Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Montz Harcus Wealth Management LLC
- $153 Million
- Q2 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,317 shares of IVW stock, worth $225,953. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,317Holding current value
$225,953% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
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Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
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Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio