Walled Lake Planning & Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 10,958 shares of IWY stock, worth $2.5 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
10,958
Previous 10,701
2.4%
Holding current value
$2.5 Million
Previous $2.09 Million
12.6%
% of portfolio
1.04%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding IWY
# of Institutions
514Shares Held
50.3MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.43 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.35 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.19 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$447 Million0.12% of portfolio