Alterna Wealth Management, Inc Ishares S&P 500 Value ETF Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 2,433 shares of IVE stock, worth $459,374. This represents 0.4% of its overall portfolio holdings.
Number of Shares
2,433
Previous 2,364
2.92%
Holding current value
$459,374
Previous $466,000
0.43%
% of portfolio
0.4%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio