Cornerstone Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Cornerstone Wealth Management, LLC
- $1.21 Billion
- Q1 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 2,131 shares of IWL stock, worth $288,835. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,131
Previous 2,131
-0.0%
Holding current value
$288,835
Previous $245,000
10.2%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
150Shares Held
6.52MCall Options Held
3.5KPut Options Held
0-
Tompkins Financial Corp667KShares$90.4 Million9.61% of portfolio
-
Morgan Stanley New York, NY585KShares$79.3 Million0.01% of portfolio
-
Gilbert & Cook, Inc.543KShares$73.7 Million9.52% of portfolio
-
Bank Of America Corp Charlotte, NC403KShares$54.6 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.384KShares$52.1 Million3.33% of portfolio