Altus Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Altus Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Altus Wealth Management, LLC holds 1,761 shares of IWD stock, worth $345,525. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$345,525
Previous $334,000
2.4%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,869Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.6 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.53 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$3 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.82 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.77 Billion3.52% of portfolio