Kohmann Bosshard Financial Services, LLC Ishares Tr Russell 200 Value E Transaction History
Kohmann Bosshard Financial Services, LLC
- $801 Million
- Q3 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 9,398 shares of IWX stock, worth $756,445. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,398
Previous 9,398
-0.0%
Holding current value
$756,445
Previous $703,000
8.53%
% of portfolio
0.1%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
169Shares Held
40.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$832 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$654 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$552 Million1.99% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$508 Million7.86% of portfolio
-
Ae Wealth Management LLC953KShares$76.7 Million0.79% of portfolio