Northcape Wealth Management, LLC Ishares Tr Transaction History
Northcape Wealth Management, LLC
- $304 Million
- Q3 2024
A detailed history of Northcape Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 30,624 shares of IDV stock, worth $839,403. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,624
Previous 29,788
2.81%
Holding current value
$839,403
Previous $824,000
12.26%
% of portfolio
0.3%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$295 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$188 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$148 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$103 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$72.9 Million0.02% of portfolio