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 $668,917. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,951Holding current value
$668,917% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
193Shares Held
42.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$869 Million2.48% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$683 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$519 Million1.75% of portfolio
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First Citizens Bank & Trust CO5.77MShares$485 Million7.1% of portfolio
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Ae Wealth Management LLC1.07MShares$89.9 Million0.81% of portfolio