Golden State Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 103 shares of IWX stock, worth $8,023. This represents 0.0% of its overall portfolio holdings.
Number of Shares
103
Previous 206
50.0%
Holding current value
$8,023
Previous $16,000
52806.25%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
208Shares Held
42.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$805 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$633 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$489 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$455 Million8.06% of portfolio
-
Ae Wealth Management LLC1.07MShares$83.3 Million0.81% of portfolio