Paul Damon & Associates, Inc. Ishares Tr Russell 200 ETF Transaction History
Paul Damon & Associates, Inc.
- $191 Billion
- Q2 2025
A detailed history of Paul Damon & Associates, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 14,716 shares of IWL stock, worth $2.31 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
14,716
Previous 14,778
0.42%
Holding current value
$2.31 Million
Previous $2.03 Billion
10.97%
% of portfolio
1.18%
Previous 1.25%
Shares
9 transactions
Others Institutions Holding IWL
# of Institutions
214Shares Held
8.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$109 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$92.2 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$87 Million7.96% of portfolio
-
Gilbert & Cook, Inc.531KShares$83.5 Million11.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$54.9 Million0.01% of portfolio