Precedent Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 13,378 shares of IWD stock, worth $2.33 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
13,378
Previous 13,378
-0.0%
Holding current value
$2.33 Million
Previous $2.21 Billion
8.39%
% of portfolio
1.03%
Previous 1.12%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio