Wealth Enhancement Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History
Wealth Enhancement Advisory Services, LLC
- $37 Billion
- Q1 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,953 shares of IWL stock, worth $529,504. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,953
Previous 3,457
14.35%
Holding current value
$529,504
Previous $397,000
26.45%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IWL
# of Institutions
151Shares Held
6.52MCall Options Held
3.5KPut Options Held
0-
Tompkins Financial Corp667KShares$89.4 Million9.61% of portfolio
-
Morgan Stanley New York, NY585KShares$78.4 Million0.01% of portfolio
-
Gilbert & Cook, Inc.543KShares$72.8 Million9.52% of portfolio
-
Bank Of America Corp Charlotte, NC403KShares$53.9 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.384KShares$51.5 Million3.33% of portfolio