Lord & Richards Wealth Management, LLC Ishares Tr Russell 200 Growth Call Options Transaction History

Lord & Richards Wealth Management, LLC

$47.4 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWY

# of Institutions

558

Shares Held

51.5M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.56 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.42 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.25 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.05M
Shares

$1.2 Billion
18.48% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$491 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.