Axxcess Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 43,756 shares of IWY stock, worth $9.9 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
43,756
Previous 33,815
29.4%
Holding current value
$9.9 Million
Previous $7.44 Million
38.36%
% of portfolio
0.26%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.41 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.35 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.21 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.14 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$632 Million0.22% of portfolio