Capital A Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Capital A Wealth Management, LLC
- $60.2 Billion
- Q4 2024
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 730 shares of IWX stock, worth $60,867. This represents 0.1% of its overall portfolio holdings.
Number of Shares
730Holding current value
$60,867% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
195Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$861 Million2.48% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$677 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$514 Million1.75% of portfolio
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First Citizens Bank & Trust CO5.77MShares$481 Million7.1% of portfolio
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Ae Wealth Management LLC1.07MShares$89.1 Million0.81% of portfolio