Invenio Wealth Partners LLC Ishares Russell Mid Cap ETF Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 5,155 shares of IWR stock, worth $415,905. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,155
Previous 5,405
4.63%
Holding current value
$415,905
Previous $420 Million
3.18%
% of portfolio
0.23%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding IWR
# of Institutions
1,340Shares Held
322MCall Options Held
186KPut Options Held
11.8K-
Bank Of America Corp Charlotte, NC58.5MShares$4.72 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34MShares$2.74 Billion0.7% of portfolio
-
Jones Financial Companies Lllp24.6MShares$1.99 Billion2.82% of portfolio
-
Us Bancorp \De\21.1MShares$1.7 Billion2.47% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA14MShares$1.13 Billion0.82% of portfolio