Triad Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 154,767 shares of IVW stock, worth $16.5 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
154,767
Previous 62,215
148.76%
Holding current value
$16.5 Million
Previous $5.96 Billion
163.78%
% of portfolio
5.67%
Previous 3.17%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,984Shares Held
429MCall Options Held
287KPut Options Held
96.1K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio