Octavia Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 8,023 shares of IJK stock, worth $756,568. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,023
Previous 8,022
0.01%
Holding current value
$756,568
Previous $737,000
1.09%
% of portfolio
0.09%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding IJK
# of Institutions
943Shares Held
70.7MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$639 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$637 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$350 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$285 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$210 Million0.05% of portfolio