Processus Wealth & Capital Management, LLC Ishares S&P 500 Growth ETF Transaction History
Processus Wealth & Capital Management, LLC
- $125 Billion
- Q4 2024
A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 12,210 shares of IVW stock, worth $1.3 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
12,210
Previous 11,964
2.06%
Holding current value
$1.3 Million
Previous $1.15 Billion
8.22%
% of portfolio
0.99%
Previous 0.94%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,999Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio