Genesis Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 2,769 shares of IWD stock, worth $536,216. This represents 0.45% of its overall portfolio holdings.
Number of Shares
2,769Holding current value
$536,216% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,779Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.56 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
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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