Processus Wealth & Capital Management, LLC Ishares Tr Russell 200 Growth Transaction History
Processus Wealth & Capital Management, LLC
- $113 Billion
- Q1 2024
A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 34,123 shares of IWY stock, worth $7.36 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
34,123
Previous 33,029
3.31%
Holding current value
$7.36 Million
Previous $5.79 Billion
15.03%
% of portfolio
5.9%
Previous 5.78%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
479Shares Held
57.8MCall Options Held
2KPut Options Held
1.2K-
Williams Financial, LLC Bennington, VT7.1MShares$1.53 Billion15.79% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.29 Billion3.58% 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