David Wealth Management LLC Russell Micro Cap ETF Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, David Wealth Management LLC holds 2,067 shares of IWC stock, worth $321,149. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,067
Previous 2,067
-0.0%
Holding current value
$321,149
Previous $229 Million
15.1%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IWC
# of Institutions
250Shares Held
4.06MCall Options Held
21.6KPut Options Held
2.3K-
1832 Asset Management L.P. Toronto, A6542KShares$84.2 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$31.4 Million0.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL185KShares$28.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY167KShares$25.9 Million0.0% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management146KShares$22.8 Million0.43% of portfolio