Triad Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 62,215 shares of IVW stock, worth $6.29 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
62,215
Previous 619
9950.89%
Holding current value
$6.29 Million
Previous $57.3 Million
10299.64%
% of portfolio
3.17%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,830Shares Held
415MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.7 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.46 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.37 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.88 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.59 Billion0.69% of portfolio