Epg Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
A detailed history of Epg Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Epg Wealth Management LLC holds 664 shares of IWY stock, worth $151,743. This represents 0.04% of its overall portfolio holdings.
Number of Shares
664
Previous 0
Infinity%
Holding current value
$151,743
Previous $0
Infinity%
% of portfolio
0.04%
Previous 100.0%
Shares
13 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio