Institute For Wealth Management, Llc. Vanguard Russell 2000 Value Et Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,340 shares of VTWV stock, worth $3.15 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
21,340
Previous 21,577
1.1%
Holding current value
$3.15 Million
Previous $3.18 Million
2.83%
% of portfolio
0.39%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding VTWV
# of Institutions
153Shares Held
2.36MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC452KShares$66.6 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ157KShares$23.2 Million0.1% of portfolio
-
Morgan Stanley New York, NY130KShares$19.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN97.5KShares$14.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC96KShares$14.2 Million0.01% of portfolio