Capital Advisors Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 906 shares of IWY stock, worth $215,890. This represents 0.04% of its overall portfolio holdings.
Number of Shares
906Holding current value
$215,890% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
559Shares Held
51.6MCall Options Held
10.4KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.56 Billion4.33% of portfolio
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Tiaa, Fsb St. Louis, MO5.94MShares$1.42 Billion3.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.25 Billion4.13% of portfolio
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First Citizens Bank & Trust CO5.05MShares$1.2 Billion18.48% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.06MShares$490 Million0.12% of portfolio