Total Wealth Planning, LLC Ishares Russell 2000 Gwt ETF Transaction History
Total Wealth Planning, LLC
- $558 Million
- Q2 2024
A detailed history of Total Wealth Planning, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 5,492 shares of IWO stock, worth $1.56 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,492
Previous 5,579
1.56%
Holding current value
$1.56 Million
Previous $1.51 Million
4.57%
% of portfolio
0.26%
Previous 0.27%
Shares
20 transactions
Others Institutions Holding IWO
# of Institutions
986Shares Held
33.4MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$956 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$710 Million0.05% of portfolio
-
Barings LLC1.55MShares$439 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$403 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$389 Million1.21% of portfolio