Monterey Private Wealth, Inc. Ishares Tr Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 19,365 shares of IDV stock, worth $566,619. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,365Holding current value
$566,619% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
494Shares Held
79.8MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$310 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$113 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$79.2 Million0.01% of portfolio