Merkkuri Wealth Advisors LLC Ishares Tr Russell 200 ETF Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 3,861 shares of IWL stock, worth $547,142. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,861
Previous 3,848
0.34%
Holding current value
$547,142
Previous $516 Million
5.18%
% of portfolio
0.43%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
160Shares Held
7.16MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp927KShares$131 Million13.02% of portfolio
-
Morgan Stanley New York, NY583KShares$82.6 Million0.01% of portfolio
-
Gilbert & Cook, Inc.483KShares$68.4 Million9.56% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$57.4 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$53.5 Million3.28% of portfolio