Thrive Wealth Management, LLC Ishares Tr Transaction History
Thrive Wealth Management, LLC
- $552 Million
- Q4 2024
A detailed history of Thrive Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 404,131 shares of INTF stock, worth $12.9 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
404,131
Previous 405,070
0.23%
Holding current value
$12.9 Million
Previous $12.7 Million
8.84%
% of portfolio
2.1%
Previous 2.35%
Shares
9 transactions
Others Institutions Holding INTF
# of Institutions
161Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$272 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$100 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$80.7 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$77.9 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$58.5 Million5.43% of portfolio