Soa Wealth Advisors, Llc. Ishares Tr Russell 200 Value E Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 41,500 shares of IWX stock, worth $3.32 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
41,500
Previous 41,500
-0.0%
Holding current value
$3.32 Million
Previous $3.37 Million
-0.0%
% of portfolio
0.65%
Previous 0.65%
Shares
6 transactions
Others Institutions Holding IWX
# of Institutions
198Shares Held
51.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$847 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$649 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$548 Million1.99% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$505 Million7.86% of portfolio
-
Envestnet Asset Management Inc6.02MShares$481 Million0.16% of portfolio