Alterna Wealth Management, Inc Ishares S&P 100 ETF Transaction History
Alterna Wealth Management, Inc
- $116 Million
- Q4 2025
A detailed history of Alterna Wealth Management, Inc transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 6,193 shares of OEF stock, worth $1.65 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
6,193
Previous 5,277
17.36%
Holding current value
$1.65 Million
Previous $1.4 Million
17.39%
% of portfolio
1.42%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding OEF
# of Institutions
1,107Shares Held
73.3MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio