Ae Wealth Management LLC Ishares Tr Russell 200 Value E Put Options Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IWX

# of Institutions

193

Shares Held

42.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$869 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$683 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.17M
Shares

$519 Million
1.75% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$485 Million
7.1% of portfolio
Pegasus Partners Ltd. Mequon, WI

860K
Shares

$72.3 Million
6.55% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.