Paul Damon & Associates, Inc. Ishares Tr Russell 200 ETF Transaction History
Paul Damon & Associates, Inc.
- $147 Billion
- Q2 2024
A detailed history of Paul Damon & Associates, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 14,891 shares of IWL stock, worth $2.09 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
14,891
Previous 14,891
-0.0%
Holding current value
$2.09 Million
Previous $1.89 Billion
5.37%
% of portfolio
1.36%
Previous 1.32%
Shares
5 transactions
Others Institutions Holding IWL
# of Institutions
159Shares Held
6.92MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$142 Million13.68% of portfolio
-
Morgan Stanley New York, NY583KShares$81.7 Million0.01% of portfolio
-
Gilbert & Cook, Inc.483KShares$67.6 Million9.56% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$56.7 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$52.9 Million3.28% of portfolio