Davies Financial Advisors, Inc. Russell Micro Cap ETF Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 8,441 shares of IWC stock, worth $971,727. This represents 0.94% of its overall portfolio holdings.
Number of Shares
8,441
Previous 4,845
74.22%
Holding current value
$971,727
Previous $597 Million
84.2%
% of portfolio
0.94%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding IWC
# of Institutions
259Shares Held
4.24MCall Options Held
12.4KPut Options Held
4K-
1832 Asset Management L.P. Toronto, A6484KShares$55.7 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC228KShares$26.3 Million0.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL228KShares$26.2 Million0.05% of portfolio
-
Alesco Advisors LLC Pittsford, NY169KShares$19.5 Million0.69% of portfolio
-
Bank Of Montreal Toronto, A6137KShares$15.7 Million0.01% of portfolio