Sea Crest Wealth Management, LLC Ishares Tr Transaction History
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 10,431 shares of IDV stock, worth $312,930. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,431
Previous 10,331
0.97%
Holding current value
$312,930
Previous $289,000
0.35%
% of portfolio
0.03%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$325 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$220 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$199 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$109 Million0.03% of portfolio