Atlantic Edge Private Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 55 shares of IWD stock, worth $10,161. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 55
-0.0%
Holding current value
$10,161
Previous $9.6 Million
8.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,718Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.12 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.89 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.81 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio