Triad Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 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 62,215 shares of IVW stock, worth $6.27 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
62,215
Previous 619
9950.89%
Holding current value
$6.27 Million
Previous $57.3 Million
10299.64%
% of portfolio
3.17%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,786Shares Held
425MCall Options Held
280KPut Options Held
217K-
Jpmorgan Chase & CO New York, NY47.7MShares$4.81 Billion0.39% of portfolio
-
Envestnet Asset Management Inc46.5MShares$4.69 Billion1.47% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.36 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.93 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.57 Billion0.35% of portfolio