Forefront Wealth Partners, LLC Ishares Tr Russell 200 ETF Transaction History
Forefront Wealth Partners, LLC
- $397 Billion
- Q3 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 9,621 shares of IWL stock, worth $1.62 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
9,621
Previous 5,895
63.21%
Holding current value
$1.62 Million
Previous $875 Million
82.68%
% of portfolio
0.4%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio