Wetzel Investment Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 210 shares of IWY stock, worth $45,160. This represents 0.03% of its overall portfolio holdings.
Number of Shares
210
Previous 225
6.67%
Holding current value
$45,160
Previous $43,000
4.65%
% of portfolio
0.03%
Previous 0.02%
Shares
3 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$1.35 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.2 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.13 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$613 Million0.22% of portfolio