West Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.48 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.34 Billion3.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.18 Billion4.13% of portfolio
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First Citizens Bank & Trust CO5.01MShares$1.13 Billion16.88% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.06MShares$464 Million0.12% of portfolio