Gen Wealth Group, Inc. Ishares Tr Russell 200 Value E Transaction History
Gen Wealth Group, Inc.
- $436 Million
- Q4 2024
A detailed history of Gen Wealth Group, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 5,836 shares of IWX stock, worth $476,392. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,836
Previous 5,836
-0.0%
Holding current value
$476,392
Previous $474,000
2.74%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$843 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$663 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$503 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$471 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$87.2 Million0.81% of portfolio