Avidian Wealth Solutions, LLC Ishares S&P 500 Value ETF Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 39,855 shares of IVE stock, worth $7.72 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
39,855
Previous 43,137
7.61%
Holding current value
$7.72 Million
Previous $7.85 Million
0.09%
% of portfolio
0.37%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio