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 $2.22 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
11,440Holding current value
$2.22 Million% of portfolio
2.48%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,670Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.27 Billion0.26% of portfolio
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Envestnet Asset Management Inc13.4MShares$2.61 Billion0.85% of portfolio
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Morgan Stanley New York, NY13MShares$2.53 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.49MShares$1.26 Billion0.29% of portfolio