Brass Tax Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 13,641 shares of IVW stock, worth $1.42 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
13,641
Previous 13,641
-0.0%
Holding current value
$1.42 Million
Previous $1.26 Billion
99.9%
% of portfolio
0.52%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,897Shares Held
416MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.84 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.6 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio