Octavia Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,284 shares of IVW stock, worth $488,981. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,284Holding current value
$488,981% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,675Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.32 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.09 Billion1.07% of portfolio
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Morgan Stanley New York, NY31.4MShares$2.9 Billion0.22% of portfolio
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Bank Of America Corp Charlotte, NC17.8MShares$1.65 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA15.1MShares$1.4 Billion0.31% of portfolio