Lumature Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 260 shares of IWD stock, worth $50,988. This represents 0.02% of its overall portfolio holdings.
Number of Shares
260
Previous 260
-0.0%
Holding current value
$50,988
Previous $39,000
5.13%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.68 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.25 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.83 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.68 Billion0.13% of portfolio