Buck Wealth Strategies, LLC Ishares Tr Russell 200 ETF Transaction History
Buck Wealth Strategies, LLC
- $703 Million
- Q3 2025
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
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Tompkins Financial Corp571KShares$96 Million7.65% of portfolio
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Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
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Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio