New Edge Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 204 shares of IWL stock, worth $29,310. This represents 0.0% of its overall portfolio holdings.
Number of Shares
204
Previous 204
-0.0%
Holding current value
$29,310
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$145 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$72.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.3 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.2 Million3.28% of portfolio