Boyd Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Boyd Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 10,909 shares of IWL stock, worth $1.58 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
10,909
Previous 10,937
0.26%
Holding current value
$1.58 Million
Previous $1.47 Million
4.57%
% of portfolio
0.78%
Previous 0.81%
Shares
12 transactions
Others Institutions Holding IWL
# of Institutions
165Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$146 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$73.3 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.6 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.5 Million3.28% of portfolio