Avantax Planning Partners, Inc. Ishares Tr Russell 1000 ETF Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 924 shares of IWB stock, worth $305,400. This represents 0.01% of its overall portfolio holdings.
Number of Shares
924
Previous 807
14.5%
Holding current value
$305,400
Previous $240,000
20.83%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.07 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$932 Million0.07% of portfolio