Wingate Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 926 shares of IWD stock, worth $178,653. This represents 0.17% of its overall portfolio holdings.
Number of Shares
926Holding current value
$178,653% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,761Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.52 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.15 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio