Regent Peak Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,782Shares Held
429MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.83 Billion1.61% of portfolio
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Jpmorgan Chase & CO New York, NY47.7MShares$4.69 Billion0.39% of portfolio
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Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC19.1MShares$1.88 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA15.5MShares$1.53 Billion0.35% of portfolio