Lwm Advisory Services, LLC Ishares Tr Global 100 ETF Transaction History
Lwm Advisory Services, LLC
- $145 Million
- Q1 2024
A detailed history of Lwm Advisory Services, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 22,809 shares of IOO stock, worth $2.2 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
22,809
Previous 20,577
10.85%
Holding current value
$2.2 Million
Previous $1.66 Million
23.13%
% of portfolio
1.41%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding IOO
# of Institutions
271Shares Held
42.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY25.3MShares$2.44 Billion0.05% of portfolio
-
Northwestern Mutual Wealth Management CO3.44MShares$332 Million0.32% of portfolio
-
Amplius Wealth Advisors, LLC901KShares$87.1 Million9.85% of portfolio
-
Bank Of America Corp Charlotte, NC746KShares$72.1 Million0.01% of portfolio
-
Waddell & Associates, LLC664KShares$64.2 Million8.09% of portfolio