Merkkuri Wealth Advisors LLC Ishares Tr Russell 200 Growth Transaction History
Merkkuri Wealth Advisors LLC
- $126 Billion
- Q4 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 2,705 shares of IWY stock, worth $598,508. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,705
Previous 2,702
0.11%
Holding current value
$598,508
Previous $595 Million
7.01%
% of portfolio
0.5%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.38 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.32 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.19 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.12 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$618 Million0.22% of portfolio