Maxwell Wealth Strategies Inc. Ishares Tr Russell 200 ETF Transaction History
Maxwell Wealth Strategies Inc.
- $235 Billion
- Q3 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 7,126 shares of IWL stock, worth $1.04 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,126
Previous 7,126
-0.0%
Holding current value
$1.04 Million
Previous $955 Million
5.48%
% of portfolio
0.43%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$147 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$108 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.2 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55 Million3.28% of portfolio