Exencial Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,775 shares of IWR stock, worth $454,007. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,775Holding current value
$454,007% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,611Shares Held
377MCall Options Held
198KPut Options Held
37.3K-
Jones Financial Companies Lllp69.7MShares$6.63 Billion4.89% of portfolio
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Bank Of America Corp Charlotte, NC60.8MShares$5.78 Billion0.42% of portfolio
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Wells Fargo & Company San Francisco, CA39.2MShares$3.73 Billion0.77% of portfolio
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Us Bancorp \De\13.9MShares$1.32 Billion1.64% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA12.9MShares$1.23 Billion0.77% of portfolio