Capital Advisory Group Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History
Capital Advisory Group Advisory Services, LLC
- $250 Million
- Q3 2024
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 3,848 shares of IWL stock, worth $552,880. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,848
Previous 2,022
90.31%
Holding current value
$552,880
Previous $270,000
100.0%
% of portfolio
0.22%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$145 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$72.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.3 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.2 Million3.28% of portfolio