Wellington Wealth Strategies, Llc. Ishares Tr Russell 200 Growth Transaction History
Wellington Wealth Strategies, Llc.
- $215 Billion
- Q1 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 12,405 shares of IWY stock, worth $2.78 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
12,405Holding current value
$2.78 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
462Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.34 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.33 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.29 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.21 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$591 Million0.2% of portfolio