Centricity Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 250 shares of IWD stock, worth $48,385. This represents 0.04% of its overall portfolio holdings.
Number of Shares
250Holding current value
$48,385% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,773Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio