Switch Point Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 600 shares of IVV stock, worth $364,938. This represents 0.34% of its overall portfolio holdings.
Number of Shares
600Holding current value
$364,938% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,675Shares Held
727MCall Options Held
1.44MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21.1 Billion6.62% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$18.6 Billion15.25% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio