Adg Wealth Management Group, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 208,685 shares of IVW stock, worth $21.9 Million. This represents 18.81% of its overall portfolio holdings.
Number of Shares
208,685Holding current value
$21.9 Million% of portfolio
18.81%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,915Shares Held
415MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.88 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.63 Billion0.35% of portfolio
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Morgan Stanley New York, NY33.3MShares$3.5 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.95 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC15.7MShares$1.64 Billion0.69% of portfolio