Worth Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History
Worth Asset Management, LLC
- $175 Million
- Q4 2024
Shares
4 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
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.8 Billion0.77% of portfolio