Wealth Preservation Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 150 shares of IWN stock, worth $21,720. This represents 0.02% of its overall portfolio holdings.
Number of Shares
150Holding current value
$21,720% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,097Shares Held
61.4MCall Options Held
382KPut Options Held
123K-
Bank Of America Corp Charlotte, NC6.33MShares$917 Million0.08% of portfolio
-
Morgan Stanley New York, NY5.06MShares$732 Million0.06% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.84MShares$412 Million1.34% of portfolio
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Jones Financial Companies Lllp2.73MShares$395 Million0.43% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$362 Million1.27% of portfolio