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

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Stock Insider Trading History

Filing DateTrade DateInsider NameInsider TitlePriceSharesTotal Value10% Owned