Lifelong Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $222 Billion
- Q4 2024
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 14,632 shares of IVE stock, worth $2.89 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
14,632Holding current value
$2.89 Million% of portfolio
1.26%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,659Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.33 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.66 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.57 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.61 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio