Perfromance Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,935 shares of IVE stock, worth $398,184. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,935
Previous 1,935
-0.0%
Holding current value
$398,184
Previous $352,000
8.24%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.5 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.58 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.43 Billion0.32% of portfolio