Twelve Points Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Twelve Points Wealth Management LLC
- $276 Million
- Q2 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 2,464 shares of IVW stock, worth $232,675. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,464
Previous 2,376
3.7%
Holding current value
$232,675
Previous $200,000
14.0%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.63 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.5 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.15 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio