Atlantic Private Wealth, LLC Ishares Tr Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 6,070 shares of IDV stock, worth $231,995. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,070
Previous 6,070
-0.0%
Holding current value
$231,995
Previous $209,000
5.74%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
582Shares Held
91.5MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio