Partners Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Partners Wealth Management, LLC
- $87.9 Billion
- Q4 2024
A detailed history of Partners Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Partners Wealth Management, LLC holds 11,440 shares of IVE stock, worth $2.24 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
11,440Holding current value
$2.24 Million% of portfolio
2.48%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,578Shares Held
140MCall Options Held
83.1KPut Options Held
27.9K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
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Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
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Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio