Primoris Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q2 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 5,652 shares of IWO stock, worth $1.59 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
5,652
Previous 15,585
63.73%
Holding current value
$1.59 Million
Previous $4.22 Million
64.86%
% of portfolio
1.18%
Previous 3.39%
Shares
2 transactions
Others Institutions Holding IWO
# of Institutions
986Shares Held
33.4MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$949 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$705 Million0.05% of portfolio
-
Barings LLC1.55MShares$436 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$400 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$386 Million1.21% of portfolio