Prevail Innovative Wealth Advisors, LLC Ishares Barclays Transaction History
Prevail Innovative Wealth Advisors, LLC
- $375 Billion
- Q1 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 2,532 shares of IEF stock, worth $241,502. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,532
Previous 2,547
0.59%
Holding current value
$241,502
Previous $235 Million
2.55%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio