True Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,552 shares of IWP stock, worth $342,657. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,552
Previous 2,552
-0.0%
Holding current value
$342,657
Previous $299,000
8.03%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,122Shares Held
103MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.51 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.45 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$957 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$671 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$591 Million0.53% of portfolio