Strategic Family Wealth Counselors, L.L.C. Ishares Russell Mid Cap Growth Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$77.4 - $89.88 $1.39 Million - $1.61 Million	17,917 New	17,917 $0

Others Institutions Holding IWP

# of Institutions

1,085

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.43 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.37 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$905 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

5M
Shares

$635 Million
0.14% of portfolio
Jones Financial Companies Lllp

4.4M
Shares

$559 Million
0.53% of portfolio

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