Topel & Distasi Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 920 shares of IWO stock, worth $267,582. This represents 0.11% of its overall portfolio holdings.
Number of Shares
920
Previous 919
0.11%
Holding current value
$267,582
Previous $241,000
8.3%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IWO
# of Institutions
1,058Shares Held
32.3MCall Options Held
178KPut Options Held
176K-
Bank Of America Corp Charlotte, NC3.5MShares$1.02 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.56MShares$744 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$439 Million1.28% of portfolio
-
Barings LLC1.49MShares$434 Million10.43% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$399 Million1.21% of portfolio