Xcel Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Xcel Wealth Management, LLC
- $356 Million
- Q4 2024
A detailed history of Xcel Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,627 shares of IWM stock, worth $367,702. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,627
Previous 1,578
3.11%
Holding current value
$367,702
Previous $348,000
3.16%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,801Shares Held
312MCall Options Held
232MPut Options Held
521M-
Bank Of America Corp Charlotte, NC40.2MShares$9.08 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.16 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.1 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.08 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.7 Billion6.48% of portfolio