Shore Haven Wealth Partners, LLC Ishares Tr Edge Msci Intl Valu Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 125,447 shares of IVLU stock, worth $3.48 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
125,447
Previous 130,180
3.64%
Holding current value
$3.48 Million
Previous $3.57 Million
3.7%
% of portfolio
1.83%
Previous 1.91%
Shares
9 transactions
Others Institutions Holding IVLU
# of Institutions
255Shares Held
53.8MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO14.8MShares$409 Million0.39% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.25MShares$146 Million0.34% of portfolio
-
Envestnet Asset Management Inc4.91MShares$136 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.78MShares$105 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$91.5 Million1.82% of portfolio