Paul Damon & Associates, Inc. Ishares Tr Russell 200 ETF Transaction History
Paul Damon & Associates, Inc.
- $209 Billion
- Q3 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 14,718 shares of IWL stock, worth $2.47 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
14,718
Previous 14,716
0.01%
Holding current value
$2.47 Million
Previous $2.25 Billion
8.49%
% of portfolio
1.17%
Previous 1.18%
Shares
10 transactions
Others Institutions Holding IWL
# of Institutions
221Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio