Luminvest Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 15,057 shares of IWR stock, worth $1.34 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
15,057
Previous 15,057
-0.0%
Holding current value
$1.34 Million
Previous $1.27 Billion
4.77%
% of portfolio
0.55%
Previous 0.59%
Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,358Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.2 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.66 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.97 Billion0.67% of portfolio
-
Us Bancorp \De\21.1MShares$1.87 Billion2.41% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.22 Billion0.74% of portfolio