Atlas Private Wealth Advisors Ishares Tr Russell 200 ETF Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
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Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
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Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio