Adg Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
A detailed history of Adg Wealth Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 51,348 shares of IVE stock, worth $10.1 Million. This represents 8.7% of its overall portfolio holdings.
Number of Shares
51,348Holding current value
$10.1 Million% of portfolio
8.7%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,591Shares Held
139MCall Options Held
83.1KPut Options Held
27.9K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
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Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.95MShares$1.37 Billion0.32% of portfolio