Paul Damon & Associates, Inc. Ishares Tr Russell 200 ETF Transaction History
Paul Damon & Associates, Inc.
- $155 Billion
- Q3 2024
A detailed history of Paul Damon & Associates, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 14,872 shares of IWL stock, worth $2.17 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
14,872
Previous 14,891
0.13%
Holding current value
$2.17 Million
Previous $1.99 Billion
4.71%
% of portfolio
1.35%
Previous 1.36%
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
166Shares Held
7.17MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$148 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.1 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.2 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.1 Million3.28% of portfolio