Optivise Advisory Services LLC Ishares Tr Russell 200 ETF Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,352 shares of IWL stock, worth $1.67 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
11,352Holding current value
$1.67 Million% of portfolio
0.84%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
163Shares Held
7.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$148 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$109 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.4 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.5 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.3 Million3.28% of portfolio