Proactive Wealth Strategies LLC Ishares S&P 500 Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,725 shares of IVW stock, worth $867,963. This represents 0.46% of its overall portfolio holdings.
Number of Shares
8,725Holding current value
$867,963% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.62 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
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Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio