Exencial Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 3,644 shares of IWD stock, worth $704,093. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,644
Previous 3,190
14.23%
Holding current value
$704,093
Previous $605,000
11.4%
% of portfolio
0.03%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding IWD
# of Institutions
1,795Shares Held
261MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.54 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio