New England Capital Financial Advisors LLC Russell Micro Cap ETF Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	BUY	$99.62 - $112.59 $37,656 - $42,559	378 Added 9.73%	4,263 $466 Million
Q1 2023 May 04, 2023	BUY	$100.59 - $121.88 $7,544 - $9,141	75 Added 1.97%	3,885 $406 Million
Q4 2022 Feb 03, 2023	BUY	$103.28 - $114.29 $393,496 - $435,444	3,810 New	3,810 $440 Million

Others Institutions Holding IWC

# of Institutions

241

Shares Held

4.09M

Call Options Held

13.6K

Put Options Held

3.3K

1832 Asset Management L.P. Toronto, A6

537K
Shares

$74.1 Million
0.12% of portfolio
Ci Private Wealth, LLC Miami, FL

239K
Shares

$33 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

229K
Shares

$31.6 Million
0.0% of portfolio
Alesco Advisors LLC Pittsford, NY

176K
Shares

$24.3 Million
0.67% of portfolio
Bank Of Montreal Toronto, A6

140K
Shares

$19.2 Million
0.01% of portfolio

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

More about IWC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.

Account