Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 Growth 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 Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 45 shares of IWY stock, worth $10,627. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$10,627
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.55 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.24 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.18 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$486 Million0.12% of portfolio