Legacy Capital Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 5,667 shares of IWD stock, worth $1.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,667Holding current value
$1.1 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,815Shares Held
265MCall Options Held
658KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 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, NY15.3MShares$2.95 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.79 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.74 Billion3.52% of portfolio