Centricity Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 680 shares of IWX stock, worth $56,521. This represents 0.05% of its overall portfolio holdings.
Number of Shares
680Holding current value
$56,521% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
198Shares Held
50.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$881 Million2.58% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$675 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$570 Million1.99% of portfolio
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Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
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First Citizens Bank & Trust CO5.77MShares$480 Million7.1% of portfolio