Centennial Wealth Advisory LLC Ishares Tr Russell 200 Growth Transaction History
Centennial Wealth Advisory LLC
- $214 Million
- Q1 2024
A detailed history of Centennial Wealth Advisory LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 24,700 shares of IWY stock, worth $5.4 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
24,700
Previous 20,028
23.33%
Holding current value
$5.4 Million
Previous $3.51 Million
37.3%
% of portfolio
2.25%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
463Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.31 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.26 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.19 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$577 Million0.2% of portfolio