Maxwell Wealth Strategies Inc. Ishares Tr Russell 200 ETF Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 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 $1.18 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,126
Previous 7,126
-0.0%
Holding current value
$1.18 Million
Previous $1.01 Billion
2.42%
% of portfolio
0.42%
Previous 0.43%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio