Falcon Wealth Planning Ishares Russell 2000 Gwt ETF Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,013 shares of IWO stock, worth $288,390. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,013
Previous 1,013
-0.0%
Holding current value
$288,390
Previous $274,000
3.28%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IWO
# of Institutions
996Shares Held
33.4MCall Options Held
196KPut Options Held
68.4K-
Morgan Stanley New York, NY3.35MShares$953 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.2MShares$912 Million0.08% of portfolio
-
Barings LLC1.47MShares$419 Million10.58% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.4MShares$398 Million1.16% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$391 Million1.21% of portfolio