Thrive Wealth Management, LLC Ishares Tr Transaction History
Thrive Wealth Management, LLC
- $518 Million
- Q1 2025
A detailed history of Thrive Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 366,497 shares of INTF stock, worth $11.4 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
366,497
Previous 404,131
9.31%
Holding current value
$11.4 Million
Previous $11.6 Million
1.79%
% of portfolio
2.2%
Previous 2.1%
Shares
10 transactions
Others Institutions Holding INTF
# of Institutions
160Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$265 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$97.7 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$78.5 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$75.8 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$56.9 Million5.43% of portfolio