Veridan Wealth LLC Ishares Tr Russell 200 Value E Transaction History
Veridan Wealth LLC
- $221 Billion
- Q1 2025
A detailed history of Veridan Wealth LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Veridan Wealth LLC holds 67,148 shares of IWX stock, worth $5.33 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
67,148
Previous 56,356
19.15%
Holding current value
$5.33 Million
Previous $4.68 Billion
17.97%
% of portfolio
2.49%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
218Shares Held
48.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$887 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$645 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$498 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$464 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$325 Million0.11% of portfolio