Brophy Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
A detailed history of Brophy Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Brophy Wealth Management, LLC holds 3,046 shares of IWX stock, worth $248,644. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,046Holding current value
$248,644% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$843 Million2.48% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$663 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$503 Million1.75% of portfolio
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First Citizens Bank & Trust CO5.77MShares$471 Million7.1% of portfolio
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Ae Wealth Management LLC1.07MShares$87.2 Million0.81% of portfolio