Forefront Wealth Partners, LLC Ishares Tr Russell 200 ETF Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 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 4,898 shares of IWL stock, worth $746,063. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,898
Previous 3,315
47.75%
Holding current value
$746,063
Previous $480 Million
40.3%
% of portfolio
0.46%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
205Shares Held
8.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$89.4 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$87.8 Million7.69% of portfolio
-
Gilbert & Cook, Inc.517KShares$78.7 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$53.3 Million0.01% of portfolio