Ci Private Wealth, LLC Ishares Tr Russell 200 ETF Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,124 shares of IWL stock, worth $608,619. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,124
Previous 3,463
19.09%
Holding current value
$608,619
Previous $463,000
25.05%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IWL
# of Institutions
168Shares Held
7.22MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$148 Million13.62% of portfolio
-
Morgan Stanley New York, NY743KShares$110 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.9 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.7 Million3.28% of portfolio