Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Growth Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 296,465 shares of IWY stock, worth $65.3 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
296,465
Previous 296,167
0.1%
Holding current value
$65.3 Million
Previous $63.5 Million
2.68%
% of portfolio
12.62%
Previous 12.94%
Shares
16 transactions
Others Institutions Holding IWY
# of Institutions
515Shares Held
52.7MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.31 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.16 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.1 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$629 Million0.22% of portfolio