Avantax Advisory Services, Inc. Ishares Tr Russell 200 Value E Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,963 shares of IWX stock, worth $323,499. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,963
Previous 6,578
39.75%
Holding current value
$323,499
Previous $534,000
41.39%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$843 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$663 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$503 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$471 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$87.2 Million0.81% of portfolio