Fsm Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Fsm Wealth Advisors, LLC
- $281 Million
- Q1 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,229 shares of IWD stock, worth $213,796. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,229Holding current value
$213,796% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
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Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
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Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio