Foguth Wealth Management, Llc. Ishares S&P 500 Value ETF Transaction History
Foguth Wealth Management, Llc.
- $275 Billion
- Q3 2024
A detailed history of Foguth Wealth Management, Llc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 3,455 shares of IVE stock, worth $672,515. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,455
Previous 3,906
11.55%
Holding current value
$672,515
Previous $711 Million
4.96%
% of portfolio
0.25%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,475Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.44 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.41 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.49 Billion0.34% of portfolio