Centricity Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,320 shares of IWL stock, worth $190,000. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,320Holding current value
$190,000% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
199Shares Held
8.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$144 Million13.62% of portfolio
-
Morgan Stanley New York, NY608KShares$87.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC578KShares$83.2 Million0.01% of portfolio
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Gilbert & Cook, Inc.504KShares$72.5 Million10.47% of portfolio
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Ameriprise Financial Inc Minneapolis, MN368KShares$53 Million0.01% of portfolio