Alta Wealth Advisors LLC Ishares Tr Russell 200 Value E Transaction History
Alta Wealth Advisors LLC
- $226 Million
- Q4 2024
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,996 shares of IWX stock, worth $233,298. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,996Holding current value
$233,298% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
201Shares Held
42MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$804 Million2.48% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$632 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$480 Million1.75% of portfolio
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First Citizens Bank & Trust CO5.84MShares$455 Million8.06% of portfolio
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Ae Wealth Management LLC1.07MShares$83.2 Million0.81% of portfolio