Traverso Chambers Private Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 6,273 shares of IVV stock, worth $3.44 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
6,273
Previous 6,296
0.37%
Holding current value
$3.44 Million
Previous $2.7 Million
10.84%
% of portfolio
0.73%
Previous 0.72%
Shares
19 transactions
Others Institutions Holding IVV
# of Institutions
3,263Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio