Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Value E Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 39,049 shares of IWX stock, worth $3.18 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
39,049
Previous 39,049
-0.0%
Holding current value
$3.18 Million
Previous $3.09 Million
-0.0%
% of portfolio
0.58%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$840 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$660 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$502 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$469 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$86.9 Million0.81% of portfolio