Centricity Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 300 shares of IWN stock, worth $50,241. This represents 0.05% of its overall portfolio holdings.
Number of Shares
300Holding current value
$50,241% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,075Shares Held
59.3MCall Options Held
707KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$869 Million0.06% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.73MShares$458 Million1.37% of portfolio
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Jones Financial Companies Lllp2.58MShares$433 Million0.44% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio