Atlantic Edge Private Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 55 shares of IWD stock, worth $10,405. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 128
57.03%
Holding current value
$10,405
Previous $22.9 Million
58.15%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,670Shares Held
258MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.5 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio