Lord & Richards Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 5,667 shares of IWY stock, worth $1.35 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
5,667Holding current value
$1.35 Million% of portfolio
2.81%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
558Shares Held
51.5MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.56 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.42 Billion3.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.25 Billion4.13% of portfolio
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First Citizens Bank & Trust CO5.05MShares$1.2 Billion18.48% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.06MShares$491 Million0.12% of portfolio