Stocks Metrics — Stock owned by Portfolio Managers

Ticker: IWV Capped to Top 10
PORTFOLIO MANAGERWEIGHTSCHANGE VALUECURRENT SHARES
TLWM18.69%0.02%207,633
AlphaCore Capital LLC17.72%0.06%111,735
Family Firm, Inc.16.00%0.05%233,668
Financial Services Advisory Inc14.37%0.04%133,361
SCS Capital Management LLC13.21%0.02%2,939,096
Geller Advisors LLC12.55%-0.07%224,423
Evensky & Katz LLC12.54%0.01%478,115
PITCAIRN CO12.17%0.04%722,782
Wealth CMT10.08%0.10%72,102
SENTINEL TRUST CO LBA9.40%0.13%223,369

Managers who 100% sold this stock

Ticker: IWV Capped to 10
MANAGERS
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
ELM ADVISORS, LLC
Thomasville National Bank
FORT PITT CAPITAL GROUPLLC
PINNACLE FINANCIAL PARTNERS INC (PNFP, PNFPP)
AdvicePeriod LLC
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
PARK AVENUE SECURITIES LLC
INTEGRATED CAPITAL MANAGEMENT, INC.
Meridian Wealth Advisors LLC

Market View Fundamentals and Chart

Fundamental Data by TradingView
IWV Chart by TradingView

Stock Insider Trading History

Filing DateTrade DateInsider NameInsider TitlePriceSharesTotal Value10% Owned