Lifelong Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 12,911 shares of IWP stock, worth $1.57 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
12,911
Previous 13,573
4.88%
Holding current value
$1.57 Million
Previous $1.72 Billion
11.83%
% of portfolio
0.71%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,210Shares Held
119MCall Options Held
132KPut Options Held
92.9K-
Morgan Stanley New York, NY18.3MShares$2.22 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.36 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.03 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$618 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.71MShares$571 Million0.19% of portfolio