Peninsula Wealth, LLC Ishares Tr Russell 200 Value E Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 7,951 shares of IWX stock, worth $694,440. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,951Holding current value
$694,440% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
226Shares Held
46.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.1 Billion2.79% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$709 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$574 Million2.27% of portfolio
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First Citizens Bank & Trust CO6.21MShares$542 Million8.06% of portfolio
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Ae Wealth Management LLC1.02MShares$88.9 Million0.73% of portfolio