Kestra Private Wealth Services, LLC Ishares Tr Russell 200 ETF Transaction History
Kestra Private Wealth Services, LLC
- $7.43 Billion
- Q4 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,562 shares of IWL stock, worth $598,950. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,562Holding current value
$598,950% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
224Shares 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