Wealth Preservation Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 135 shares of IVV stock, worth $83,357. This represents 0.05% of its overall portfolio holdings.
Number of Shares
135Holding current value
$83,357% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,929Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$41 Billion0.84% of portfolio
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Envestnet Asset Management Inc35.7MShares$22 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO31.3MShares$19.3 Billion14.5% of portfolio
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Morgan Stanley New York, NY26.4MShares$16.3 Billion1.09% of portfolio
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Bank Of America Corp Charlotte, NC25.3MShares$15.6 Billion1.17% of portfolio