Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History
Gen Wealth Group, Inc.
- $436 Million
- Q4 2024
A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 2,962 shares of IWL stock, worth $411,806. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,962
Previous 4,135
28.37%
Holding current value
$411,806
Previous $580,000
26.21%
% of portfolio
0.1%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding IWL
# of Institutions
199Shares Held
8.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$139 Million13.62% of portfolio
-
Morgan Stanley New York, NY608KShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$80.4 Million0.01% of portfolio
-
Gilbert & Cook, Inc.504KShares$70.1 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$51.2 Million0.01% of portfolio