Institute For Wealth Management, Llc. Vanguard Russell 2000 Growth E Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 33,832 shares of VTWG stock, worth $7.23 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
33,832
Previous 33,993
0.47%
Holding current value
$7.23 Million
Previous $6.33 Million
11.34%
% of portfolio
0.81%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding VTWG
# of Institutions
175Shares Held
2.37MCall Options Held
500Put Options Held
1K-
Bank Of America Corp Charlotte, NC306KShares$65.3 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ173KShares$36.9 Million0.14% of portfolio
-
Westwood Holdings Group Inc Dallas, TX152KShares$32.4 Million0.22% of portfolio
-
Assetmark, Inc127KShares$27.2 Million0.07% of portfolio
-
Morgan Stanley New York, NY88.4KShares$18.9 Million0.0% of portfolio