Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Cm Wealth Advisors LLC
- $304 Million
- Q3 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 5,486 shares of IWM stock, worth $1.22 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,486
Previous 3,150
74.16%
Holding current value
$1.22 Million
Previous $639,000
89.51%
% of portfolio
0.4%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio