Fsm Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,878 shares of IVW stock, worth $927,573. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,878
Previous 8,878
-0.0%
Holding current value
$927,573
Previous $850,000
6.0%
% of portfolio
0.22%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,891Shares Held
417MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.86 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.61 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.64 Billion0.69% of portfolio