Life Planning Partners, Inc Ishares Tr Russell 200 Growth Transaction History
Life Planning Partners, Inc
- $99.6 Million
- Q1 2024
A detailed history of Life Planning Partners, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Life Planning Partners, Inc holds 1,680 shares of IWY stock, worth $367,264. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,680
Previous 17
9782.35%
Holding current value
$367,264
Previous $2,000
16250.0%
% of portfolio
0.33%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
463Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.31 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.26 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.19 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$577 Million0.2% of portfolio