Wealthpoint, LLC Ishares S&P 500 Growth ETF Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio