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 $569,458. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,861
Previous 3,848
0.34%
Holding current value
$569,458
Previous $516 Million
5.18%
% of portfolio
0.43%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
165Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$149 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$110 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.8 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.8 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.7 Million3.28% of portfolio