Orgel Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,448 shares of IWO stock, worth $420,745. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,448
Previous 1,822
20.53%
Holding current value
$420,745
Previous $478,000
14.02%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IWO
# of Institutions
990Shares Held
33.3MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$980 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$728 Million0.05% of portfolio
-
Barings LLC1.55MShares$450 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$414 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$399 Million1.21% of portfolio