Bromfield Sneider Wealth Advisors Russell Micro Cap ETF Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 4,060 shares of IWC stock, worth $602,747. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,060
Previous 3,160
28.48%
Holding current value
$602,747
Previous $366,000
34.43%
% of portfolio
0.31%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding IWC
# of Institutions
258Shares Held
4.22MCall Options Held
17.5KPut Options Held
6.5K-
1832 Asset Management L.P. Toronto, A6468KShares$69.5 Million0.13% of portfolio
-
Goldman Sachs Group Inc New York, NY319KShares$47.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$31.9 Million0.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL150KShares$22.3 Million0.04% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management146KShares$21.6 Million0.44% of portfolio