Veridan Wealth LLC Ishares Tr Russell 200 ETF Transaction History
Veridan Wealth LLC
- $221 Billion
- Q1 2025
A detailed history of Veridan Wealth LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Veridan Wealth LLC holds 37,911 shares of IWL stock, worth $6.18 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
37,911
Previous 31,420
20.66%
Holding current value
$6.18 Million
Previous $4.64 Billion
12.19%
% of portfolio
2.35%
Previous 2.17%
Shares
3 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$113 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$100 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$90.2 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$86.7 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$61.4 Million12.18% of portfolio