Align Wealth Management, LLC Ishares Tr Russell 200 ETF Call Options Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IWL
# of Institutions
161Shares Held
6.96MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$142 Million13.68% of portfolio
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Morgan Stanley New York, NY583KShares$81.7 Million0.01% of portfolio
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Gilbert & Cook, Inc.483KShares$67.6 Million9.56% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$56.7 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.377KShares$52.9 Million3.28% of portfolio