Perfromance Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,464 shares of IVV stock, worth $839,926. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,638
10.62%
Holding current value
$839,926
Previous $896,000
5.8%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,390Shares Held
671MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio