Exencial Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 7,843 shares of IWN stock, worth $1.19 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,843
Previous 8,360
6.18%
Holding current value
$1.19 Million
Previous $1.39 Million
7.68%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding IWN
# of Institutions
1,149Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.02 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$829 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$414 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$413 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$378 Million1.27% of portfolio