Optivise Advisory Services LLC Ishares Tr Russell 200 ETF Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,352 shares of IWL stock, worth $1.63 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
11,352
Previous 11,352
-0.0%
Holding current value
$1.63 Million
Previous $1.59 Billion
3.04%
% of portfolio
0.89%
Previous 0.84%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
199Shares Held
8.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$144 Million13.62% of portfolio
-
Morgan Stanley New York, NY608KShares$87.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$83.2 Million0.01% of portfolio
-
Gilbert & Cook, Inc.504KShares$72.5 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$53 Million0.01% of portfolio