Tru Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,453 shares of IWL stock, worth $216,351. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,453
Previous 1,453
-0.0%
Holding current value
$216,351
Previous $204,000
2.94%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
177Shares Held
7.37MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$149 Million13.62% of portfolio
-
Morgan Stanley New York, NY743KShares$111 Million0.01% of portfolio
-
Gilbert & Cook, Inc.504KShares$75 Million10.47% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$61.4 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.365KShares$54.4 Million3.31% of portfolio