Forefront Wealth Partners, LLC Ishares Tr Russell 200 ETF Transaction History
Forefront Wealth Partners, LLC
- $146 Billion
- Q2 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 5,895 shares of IWL stock, worth $988,060. This represents 0.6% of its overall portfolio holdings.
Number of Shares
5,895
Previous 4,898
20.36%
Holding current value
$988,060
Previous $673 Million
29.97%
% of portfolio
0.6%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding IWL
# of Institutions
216Shares Held
8.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$116 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$103 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$92.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$89.1 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$63.1 Million12.18% of portfolio