Bogart Wealth, LLC Ishares Tr Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,813 shares of IDV stock, worth $52,921. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,813
Previous 1,813
-0.0%
Holding current value
$52,921
Previous $54,000
9.26%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding IDV
# of Institutions
489Shares Held
79.6MCall Options Held
92.6KPut Options Held
9.7K-
Bank Of America Corp Charlotte, NC10.6MShares$309 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$112 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$79 Million0.01% of portfolio