Merkkuri Wealth Advisors LLC Ishares Tr Russell 200 Growth Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 2,702 shares of IWY stock, worth $598,493. This represents 0.47% of its overall portfolio holdings.
Number of Shares
2,702
Previous 2,699
0.11%
Holding current value
$598,493
Previous $579 Million
2.72%
% of portfolio
0.47%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.1MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.39 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.32 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.24 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.11 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$632 Million0.22% of portfolio