National Wealth Management Group, LLC Ishares Tr Russell 200 Growth Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,478 shares of IWY stock, worth $566,297. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,478
Previous 3,064
19.13%
Holding current value
$566,297
Previous $657 Million
17.03%
% of portfolio
0.37%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio