Pinnacle Private Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 2,272 shares of IWY stock, worth $536,850. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,272
Previous 2,083
9.07%
Holding current value
$536,850
Previous $331,000
13.9%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio