Veridan Wealth LLC Ishares Tr Russell 200 ETF Transaction History
Veridan Wealth LLC
- $221 Billion
- Q1 2025
A detailed history of Veridan Wealth LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Veridan Wealth LLC holds 37,911 shares of IWL stock, worth $5.17 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
37,911
Previous 31,420
20.66%
Holding current value
$5.17 Million
Previous $4.64 Billion
12.19%
% of portfolio
2.35%
Previous 2.17%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
199Shares Held
7.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY608KShares$83 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$78.9 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$78.7 Million7.69% of portfolio
-
Gilbert & Cook, Inc.504KShares$68.8 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$50.3 Million0.01% of portfolio