Juncture Wealth Strategies, LLC Ishares Tr Russell 200 ETF Transaction History
Juncture Wealth Strategies, LLC
- $299 Million
- Q4 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,177 shares of IWL stock, worth $197,912. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,177Holding current value
$197,912% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
225Shares Held
8.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
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Tompkins Financial Corp571KShares$96 Million7.65% of portfolio
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Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
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Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio