Geo Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,787 shares of IWL stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,787Holding current value
$1.04 Million% of portfolio
0.04%Shares
5 transactions
Others Institutions Holding IWL
# of Institutions
151Shares Held
6.52MCall Options Held
3.5KPut Options Held
0-
Tompkins Financial Corp667KShares$89.4 Million9.61% of portfolio
-
Morgan Stanley New York, NY585KShares$78.4 Million0.01% of portfolio
-
Gilbert & Cook, Inc.543KShares$72.8 Million9.52% of portfolio
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Bank Of America Corp Charlotte, NC403KShares$53.9 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.384KShares$51.5 Million3.33% of portfolio