Shakespeare Wealth Management, Inc. Invesco ETF Ii S&P Intl Dev Lo Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Invesco ETF Ii S&P Intl Dev Lo stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 9,734 shares of IDLV stock, worth $271,383. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,734
Previous 14,087
30.9%
Holding current value
$271,383
Previous $384,000
22.92%
% of portfolio
0.08%
Previous 0.11%
Shares
28 transactions
Others Institutions Holding IDLV
# of Institutions
89Shares Held
5.72MCall Options Held
0Put Options Held
0-
Pfs Investments Inc. Duluth, GA968KShares$27 Million0.43% of portfolio
-
Burt Wealth Advisors673KShares$18.8 Million5.13% of portfolio
-
Sei Investments CO Oaks, PA636KShares$17.7 Million0.03% of portfolio
-
Ubs Group Ag329KShares$9.17 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA290KShares$8.09 Million0.0% of portfolio