Plan A Wealth LLC Ishares Tr Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Plan A Wealth LLC holds 10,002 shares of IDV stock, worth $364,872. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,002
Previous 10,176
1.71%
Holding current value
$364,872
Previous $351 Million
4.1%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
581Shares Held
96.6MCall Options Held
23.6KPut Options Held
166K-
Bank Of America Corp Charlotte, NC12.4MShares$453 Million0.03% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL8.45MShares$308 Million0.41% of portfolio
-
Morgan Stanley New York, NY7.02MShares$256 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$144 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$137 Million0.03% of portfolio