C2 C Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
C2 C Wealth Management, LLC
- $108 Million
- Q3 2024
A detailed history of C2 C Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, C2 C Wealth Management, LLC holds 3,326 shares of IVE stock, worth $652,394. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,326
Previous 3,326
-0.0%
Holding current value
$652,394
Previous $605,000
8.26%
% of portfolio
0.6%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,560Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio