Atlantic Edge Private Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 4,483 shares of IVE stock, worth $878,712. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,483
Previous 4,483
-0.0%
Holding current value
$878,712
Previous $837 Million
2.57%
% of portfolio
0.27%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,470Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio