Surience Private Wealth LLC Ishares Tr Russell 200 Value E Call Options Transaction History

Surience Private Wealth LLC

$97.3 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWX

# of Institutions

196

Shares Held

51.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$899 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$689 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$582 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$536 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$511 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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