Atlantic Family Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Atlantic Family Wealth, LLC
- $84.6 Billion
- Q4 2024
A detailed history of Atlantic Family Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 62,053 shares of IVW stock, worth $5.99 Million. This represents 7.45% of its overall portfolio holdings.
Number of Shares
62,053Holding current value
$5.99 Million% of portfolio
7.45%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,008Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.41 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.33 Billion0.37% of portfolio
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Morgan Stanley New York, NY32.6MShares$3.15 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.79 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.73 Billion0.77% of portfolio