Dechtman Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Dechtman Wealth Management, LLC
- $482 Million
- Q3 2024
A detailed history of Dechtman Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 85,788 shares of IWL stock, worth $12.5 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
85,788
Previous 89,652
4.31%
Holding current value
$12.5 Million
Previous $12 Million
0.33%
% of portfolio
2.5%
Previous 2.68%
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$147 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.2 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55 Million3.28% of portfolio