Prevail Innovative Wealth Advisors, LLC Ishares Tr Transaction History
Prevail Innovative Wealth Advisors, LLC
- $345 Billion
- Q4 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 91,264 shares of IDV stock, worth $2.89 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
91,264
Previous 98,312
7.17%
Holding current value
$2.89 Million
Previous $2.97 Billion
15.92%
% of portfolio
0.72%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
509Shares Held
78.5MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$336 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$209 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$171 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$122 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$85.7 Million0.01% of portfolio