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 $631,706. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,951Holding current value
$631,706% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
216Shares Held
47.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$821 Million2.48% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$645 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$498 Million2.17% of portfolio
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First Citizens Bank & Trust CO5.84MShares$464 Million8.06% of portfolio
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Envestnet Asset Management Inc4.09MShares$325 Million0.11% of portfolio