Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History
Secure Asset Management, LLC
- $632 Million
- Q4 2024
A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Secure Asset Management, LLC holds 2,851 shares of IWY stock, worth $614,732. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,851
Previous 2,098
35.89%
Holding current value
$614,732
Previous $461,000
45.34%
% of portfolio
0.11%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
616Shares Held
57.8MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.35 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.16 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.09 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$603 Million0.22% of portfolio