Lwm Advisory Services, LLC Ishares Msci World ETF Transaction History
Lwm Advisory Services, LLC
- $131 Million
- Q3 2024
A detailed history of Lwm Advisory Services, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 3,242 shares of URTH stock, worth $500,078. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,242
Previous 3,242
-0.0%
Holding current value
$500,078
Previous $478,000
6.28%
% of portfolio
0.39%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding URTH
# of Institutions
204Shares Held
8.38MCall Options Held
4KPut Options Held
3.4K-
Royal Bank Of Canada Toronto, A61.72MShares$265 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY773KShares$119 Million0.02% of portfolio
-
Sumitomo Mitsui Ds Asset Management Company, LTD682KShares$105 Million1.17% of portfolio
-
Prudential PLC London, England, X0671KShares$104 Million0.54% of portfolio
-
Evensky & Katz LLC282KShares$43.5 Million2.88% of portfolio