Paul Damon & Associates, Inc. Ishares Tr Russell 200 ETF Transaction History
Paul Damon & Associates, Inc.
- $143 Billion
- Q1 2024
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 14,891 shares of IWL stock, worth $2.02 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
14,891
Previous 19,663
24.27%
Holding current value
$2.02 Million
Previous $2.26 Billion
16.35%
% of portfolio
1.32%
Previous 1.6%
Shares
5 transactions
Others Institutions Holding IWL
# of Institutions
150Shares Held
6.52MCall Options Held
3.5KPut Options Held
0-
Tompkins Financial Corp667KShares$90.4 Million9.61% of portfolio
-
Morgan Stanley New York, NY585KShares$79.3 Million0.01% of portfolio
-
Gilbert & Cook, Inc.543KShares$73.7 Million9.52% of portfolio
-
Bank Of America Corp Charlotte, NC403KShares$54.6 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.384KShares$52.1 Million3.33% of portfolio