Wealthsource Partners, LLC Ishares Tr Russell 200 Value E Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,163 shares of IWX stock, worth $271,195. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,163Holding current value
$271,195% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
229Shares Held
49.8MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$957 Million2.87% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$696 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$563 Million2.27% of portfolio
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First Citizens Bank & Trust CO5.84MShares$501 Million8.06% of portfolio
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Envestnet Asset Management Inc4.09MShares$350 Million0.11% of portfolio