Boyd Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Boyd Wealth Management, LLC
- $203 Million
- Q4 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 10,417 shares of IWL stock, worth $1.57 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
10,417
Previous 10,909
4.51%
Holding current value
$1.57 Million
Previous $1.53 Million
1.63%
% of portfolio
0.74%
Previous 0.78%
Shares
13 transactions
Others Institutions Holding IWL
# of Institutions
199Shares Held
8.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$151 Million13.62% of portfolio
-
Morgan Stanley New York, NY608KShares$91.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$87.4 Million0.01% of portfolio
-
Gilbert & Cook, Inc.504KShares$76.2 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$55.7 Million0.01% of portfolio