True Wealth Design, LLC Ishares S&P 500 Growth ETF Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
A detailed history of True Wealth Design, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 501 shares of IVW stock, worth $50,375. This represents 0.02% of its overall portfolio holdings.
Number of Shares
501
Previous 627
20.1%
Holding current value
$50,375
Previous $60 Million
15.27%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,003Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.6 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.51 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.87 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.8 Billion0.77% of portfolio