Cfm Wealth Partners LLC Ishares Russell 1000 Val ETF Transaction History
Cfm Wealth Partners LLC
- $541 Million
- Q2 2024
A detailed history of Cfm Wealth Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 34,651 shares of IWD stock, worth $6.39 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
34,651
Previous 31,860
8.76%
Holding current value
$6.39 Million
Previous $5.71 Million
5.94%
% of portfolio
1.12%
Previous 1.15%
Shares
17 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio