Wealth Preservation Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 304 shares of IWD stock, worth $54,340. This represents 0.04% of its overall portfolio holdings.
Number of Shares
304Holding current value
$54,340% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,905Shares Held
285MCall Options Held
646KPut Options Held
385K-
Bank Of America Corp Charlotte, NC50.6MShares$9.04 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$6.84 Billion0.53% of portfolio
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Goldman Sachs Group Inc New York, NY15.6MShares$2.79 Billion0.49% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.62 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.57 Billion3.54% of portfolio