National Wealth Management Group, LLC Ishares Tr Russell 200 Growth Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,064 shares of IWY stock, worth $654,409. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,064
Previous 2,109
45.28%
Holding current value
$654,409
Previous $412 Million
59.7%
% of portfolio
0.5%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.34 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio