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 $569,806. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,861
Previous 3,848
0.34%
Holding current value
$569,806
Previous $516 Million
5.18%
% of portfolio
0.43%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
168Shares Held
7.22MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$148 Million13.62% of portfolio
-
Morgan Stanley New York, NY743KShares$110 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.9 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.7 Million3.28% of portfolio