Endowment Wealth Management, Inc. Russell Micro Cap ETF Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 6,308 shares of IWC stock, worth $704,603. This represents 0.63% of its overall portfolio holdings.
Number of Shares
6,308
Previous 5,517
14.34%
Holding current value
$704,603
Previous $640,000
19.38%
% of portfolio
0.63%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding IWC
# of Institutions
223Shares Held
4.31MCall Options Held
4.2KPut Options Held
5.6K-
1832 Asset Management L.P. Toronto, A6537KShares$59.9 Million0.13% of portfolio
-
One Capital Management, LLC Westlake Village, CA316KShares$35.3 Million1.47% of portfolio
-
Ci Private Wealth, LLC Miami, FL232KShares$25.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC209KShares$23.4 Million0.0% of portfolio
-
Alesco Advisors LLC Pittsford, NY180KShares$20.1 Million0.72% of portfolio