Family Wealth Group, LLC Ishares Tr Russell 200 Value E Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 33,313 shares of IWX stock, worth $2.52 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
33,313Holding current value
$2.52 Million% of portfolio
2.99%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
149Shares Held
40MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC9.47MShares$715 Million2.21% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$613 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.1MShares$536 Million2.14% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$503 Million8.17% of portfolio
-
Ae Wealth Management LLC914KShares$69 Million0.86% of portfolio