Paul Damon & Associates, Inc. Ishares Tr Russell 200 ETF Transaction History
Paul Damon & Associates, Inc.
- $155 Billion
- Q3 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 14,872 shares of IWL stock, worth $2.24 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
14,872
Previous 14,891
0.13%
Holding current value
$2.24 Million
Previous $1.99 Billion
4.71%
% of portfolio
1.35%
Previous 1.36%
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
172Shares Held
7.15MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$151 Million13.62% of portfolio
-
Morgan Stanley New York, NY743KShares$112 Million0.01% of portfolio
-
Gilbert & Cook, Inc.504KShares$75.8 Million10.47% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$62 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.365KShares$55 Million3.31% of portfolio