Tru Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Tru Wealth Advisors, LLC
- $1.49 Billion
- Q2 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,794 shares of IWY stock, worth $580,118. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,794
Previous 2,614
6.89%
Holding current value
$580,118
Previous $509,000
17.68%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$592 Million0.22% of portfolio