Luminvest Wealth Management LLC Ishares Russell Mid Cap ETF Call Options Transaction History

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.6 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$4.06 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.14 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.99 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.28 Billion
0.76% of portfolio

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luminvest Wealth Management LLC with notifications on news.