Davies Financial Advisors, Inc. Russell Micro Cap ETF Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 8,441 shares of IWC stock, worth $1.09 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
8,441
Previous 4,845
74.22%
Holding current value
$1.09 Million
Previous $597 Million
84.2%
% of portfolio
0.94%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding IWC
# of Institutions
243Shares Held
4.13MCall Options Held
13.6KPut Options Held
3.3K-
1832 Asset Management L.P. Toronto, A6537KShares$69.4 Million0.12% of portfolio
-
Ci Private Wealth, LLC Miami, FL239KShares$30.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC229KShares$29.6 Million0.0% of portfolio
-
Alesco Advisors LLC Pittsford, NY176KShares$22.7 Million0.67% of portfolio
-
Bank Of Montreal Toronto, A6140KShares$18 Million0.01% of portfolio