Captrust Financial Advisors Ishares Tr Russell 200 ETF Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 2,430 shares of IWL stock, worth $354,439. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,430
Previous 2,227
9.12%
Holding current value
$354,439
Previous $298,000
14.43%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$147 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.2 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55 Million3.28% of portfolio