Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 56 shares of IWL stock, worth $8,046. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56
Previous 56
-0.0%
Holding current value
$8,046
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$145 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$72.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.3 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.2 Million3.28% of portfolio