Steward Partners Investment Advisory, LLC Ishares Tr Russell 200 ETF Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,327 shares of IWL stock, worth $194,498. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,327
Previous 443
199.55%
Holding current value
$194,498
Previous $59,000
215.25%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
165Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$148 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$109 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.3 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.5 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.3 Million3.28% of portfolio