Beaird Harris Wealth Management, LLC Russell Micro Cap ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,439 shares of IWC stock, worth $322,947. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,439
Previous 2,439 -0.0%
Holding current value
$322,947
Previous $278,000 7.91%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 27, 2024
SELL
$90.78 - $118.63 $1,815 - $2,372
-20 Reduced 0.81%
2,439 $282,000
Q3 2022

Nov 02, 2022
SELL
$101.64 - $126.54 $5,082 - $6,327
-50 Reduced 1.99%
2,459 $254,000
Q4 2021

May 17, 2022
BUY
$134.03 - $156.72 $336,281 - $393,210
2,509 New
2,509 $351,000

Others Institutions Holding IWC

# of Institutions
245
Shares Held
4.27M
Call Options Held
13.6K
Put Options Held
3.3K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email