Obsidian Personal Planning Solutions LLC Ishares S&P 500 Value ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,161 shares of IVE stock, worth $227,567. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,161
Previous 1,161
-0.0%
Holding current value
$227,567
Previous $216,000
2.31%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,470Shares Held
141MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio