Triad Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 2,954 shares of IVV stock, worth $1.8 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
2,954Holding current value
$1.8 Million% of portfolio
0.63%Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,625Shares Held
709MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21.1 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.9 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.4 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio