Serenus Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Serenus Wealth Advisors, LLC
- $575 Billion
- Q4 2024
A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 13,281 shares of IWD stock, worth $2.58 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
13,281Holding current value
$2.58 Million% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,878Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
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Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio