Alta Wealth Advisors LLC Ishares Tr Russell 200 Value E Transaction History
Alta Wealth Advisors LLC
- $226 Million
- Q4 2024
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,996 shares of IWX stock, worth $249,027. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,996Holding current value
$249,027% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
198Shares Held
50.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$881 Million2.58% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$675 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$570 Million1.99% of portfolio
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Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
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First Citizens Bank & Trust CO5.77MShares$480 Million7.1% of portfolio