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iShares S&P 500 Index shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $296k 619 478.00

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
First Trust New Opportunities (FPL)
Exxon Mobil Corporation (XOM)
Target Hospitality Corp (TH)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Blackstone Group Inc Com Cl A (BX)

View all positions for LLBH Private Wealth Management

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