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 $367,653. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,627
Previous 1,578
3.11%
Holding current value
$367,653
Previous $348,000
3.16%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,910Shares Held
310MCall Options Held
204MPut Options Held
488M-
Bank Of America Corp Charlotte, NC33.2MShares$7.49 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.42 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.32 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.76 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.02 Billion0.04% of portfolio