David Wealth Management LLC Russell Micro Cap ETF Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 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 $228,589. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,067
Previous 2,067
-0.0%
Holding current value
$228,589
Previous $269 Million
14.93%
% of portfolio
0.19%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding IWC
# of Institutions
247Shares Held
3.97MCall Options Held
12.4KPut Options Held
4K-
1832 Asset Management L.P. Toronto, A6484KShares$53.6 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC228KShares$25.3 Million0.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL228KShares$25.2 Million0.05% of portfolio
-
Alesco Advisors LLC Pittsford, NY169KShares$18.7 Million0.69% of portfolio
-
Bank Of Montreal Toronto, A6137KShares$15.1 Million0.01% of portfolio