Marshall & Sterling Wealth Advisors Inc. Ishares Tr Russell 200 Growth Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 390 shares of IWY stock, worth $94,442. This represents 0.06% of its overall portfolio holdings.
Number of Shares
390Holding current value
$94,442% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.51 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.44 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.3 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.22 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$677 Million0.22% of portfolio