Gen Wealth Group, Inc. Ishares Tr Russell 200 ETF Transaction History
Gen Wealth Group, Inc.
- $432 Million
- Q3 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 4,135 shares of IWL stock, worth $594,116. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,135
Previous 4,135
-0.0%
Holding current value
$594,116
Previous $553,000
4.88%
% of portfolio
0.13%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$145 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$72.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.3 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.2 Million3.28% of portfolio