Premier Path Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Premier Path Wealth Partners, LLC
- $587 Billion
- Q2 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 21,791 shares of IWD stock, worth $4.12 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
21,791
Previous 23,334
6.61%
Holding current value
$4.12 Million
Previous $4.17 Billion
8.9%
% of portfolio
0.65%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.51 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio