Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 172 shares of IWY stock, worth $40,641. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172
Previous 45
282.22%
Holding current value
$40,641
Previous $9,000
344.44%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio