Trajan Wealth LLC Ishares Tr Transaction History
Trajan Wealth LLC
- $2.32 Trillion
- Q3 2025
A detailed history of Trajan Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Trajan Wealth LLC holds 64,902 shares of IDV stock, worth $2.48 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
64,902
Previous 71,043
8.64%
Holding current value
$2.48 Million
Previous $2.45 Billion
3.24%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
583Shares Held
91.5MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio