Triad Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 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 3,041 shares of IVV stock, worth $1.72 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
3,041Holding current value
$1.72 Million% of portfolio
0.87%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,323Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.5 Billion0.84% of portfolio
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Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
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Northwestern Mutual Wealth Management CO28.4MShares$16 Billion15.33% of portfolio
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Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
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Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio