Xcel Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Xcel Wealth Management, LLC
- $314 Million
- Q1 2024
A detailed history of Xcel Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 525 shares of IVV stock, worth $289,752. This represents 0.09% of its overall portfolio holdings.
Number of Shares
525Holding current value
$289,752% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,249Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
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Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
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Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
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Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio