Processus Wealth & Capital Management, LLC Ishares Tr Russell 200 Growth Transaction History
Processus Wealth & Capital Management, LLC
- $121 Billion
- Q3 2024
A detailed history of Processus Wealth & Capital Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Processus Wealth & Capital Management, LLC holds 32,111 shares of IWY stock, worth $7.65 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
32,111
Previous 33,764
4.9%
Holding current value
$7.65 Million
Previous $7.24 Billion
2.44%
% of portfolio
5.82%
Previous 6.0%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.56 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.42 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.25 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.19 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$490 Million0.12% of portfolio