Ptm Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 2,511 shares of IWY stock, worth $537,755. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,511Holding current value
$537,755% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
598Shares Held
54MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.29 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.1 Billion4.56% of portfolio
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First Citizens Bank & Trust CO4.91MShares$1.05 Billion17.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.37MShares$506 Million0.15% of portfolio